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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,129 | $115,911+20.9% | $100,530+39.4% | $158,950-11.8% |
| Participation rate | 81.8% | 81.6%+0.2pp | 79.4%+2.4pp | 82.0%-0.1pp |
| Annual return | 9.71% | 34.80%-25.1pp | 30.89%-21.2pp | 302.91%-293.2pp |
| Employer contribution / active EE | $1,709 | $4,104-58.4% | $3,418-50.0% | $4,762-64.1% |
| Participant deferral / active EE | $5,671 | $6,676-15.1% | $6,271-9.6% | $5,983-5.2% |
| Admin fee / account holder | $6,199 | $10,999-43.6% | $8,083-23.3% | $11,248-44.9% |