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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 | $111,090 | $123,155-9.8% | $108,753+2.1% | $155,188-28.4% |
| Participation rate | 83.3% | 75.6%+7.7pp | 71.1%+12.2pp | 80.8%+2.5pp |
| Annual return | 13.03% | 44.73%-31.7pp | 37.47%-24.4pp | 148.84%-135.8pp |
| Employer contribution / active EE | $6,171 | $2,811+119.5% | $2,427+154.3% | $4,248+45.3% |
| Participant deferral / active EE | $2,184 | $4,623-52.8% | $4,115-46.9% | $6,531-66.6% |
| Admin fee / account holder | $123,902 | $12,126+921.8% | $10,320+1100.7% | $14,480+755.7% |