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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 | $113,683 | $132,634-14.3% | $115,768-1.8% | $137,256-17.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 14.04% | 160.70%-146.7pp | 100.46%-86.4pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,403 | $3,360-58.2% | $2,940-52.3% | $4,156-66.2% |
| Participant deferral / active EE | $8,703 | $5,619+54.9% | $4,917+77.0% | $6,407+35.8% |
| Admin fee / account holder | $5,098 | $15,028-66.1% | $12,439-59.0% | $12,270-58.5% |