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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 | $129,331 | $117,895+9.7% | $102,460+26.2% | $145,897-11.4% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 11.40% | 31.92%-20.5pp | 29.47%-18.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $1,426 | $3,619-60.6% | $3,025-52.9% | $4,663-69.4% |
| Participant deferral / active EE | $4,073 | $5,736-29.0% | $5,056-19.4% | $6,689-39.1% |
| Admin fee / account holder | $5,481 | $13,353-59.0% | $9,460-42.1% | $13,390-59.1% |