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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 | $120,120 | $106,247+13.1% | $96,515+24.5% | $139,466-13.9% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.6pp |
| Annual return | 14.01% | 38.47%-24.5pp | 35.73%-21.7pp | 373.66%-359.7pp |
| Employer contribution / active EE | $1,197 | $4,106-70.8% | $3,740-68.0% | $4,754-74.8% |
| Participant deferral / active EE | $6,451 | $5,456+18.2% | $4,880+32.2% | $6,712-3.9% |
| Admin fee / account holder | $1,827 | $7,885-76.8% | $6,735-72.9% | $11,409-84.0% |