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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 | $107,544 | $110,286-2.5% | $96,569+11.4% | $139,427-22.9% |
| Participation rate | 73.9% | 78.1%-4.2pp | 76.0%-2.1pp | 80.3%-6.4pp |
| Annual return | 14.56% | 26.39%-11.8pp | 25.87%-11.3pp | 373.27%-358.7pp |
| Employer contribution / active EE | $1,328 | $3,619-63.3% | $2,965-55.2% | $4,752-72.1% |
| Participant deferral / active EE | $3,793 | $5,546-31.6% | $4,851-21.8% | $6,711-43.5% |
| Admin fee / account holder | $18,821 | $11,592+62.4% | $8,251+128.1% | $11,404+65.0% |