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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 | $106,083 | $162,136-34.6% | $152,301-30.3% | $154,746-31.4% |
| Participation rate | 82.4% | 84.1%-1.8pp | 82.4%-0.1pp | 80.7%+1.7pp |
| Annual return | 12.72% | 91.02%-78.3pp | 80.50%-67.8pp | 172.34%-159.6pp |
| Employer contribution / active EE | $2,703 | $4,890-44.7% | $4,624-41.5% | $4,379-38.3% |
| Participant deferral / active EE | $4,801 | $8,341-42.4% | $8,004-40.0% | $6,730-28.7% |
| Admin fee / account holder | $90,266 | $15,759+472.8% | $14,398+526.9% | $14,365+528.4% |