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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 | $117,846+9.7% | $102,434+26.3% | $145,884-11.3% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 11.40% | 31.90%-20.5pp | 29.46%-18.1pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,426 | $3,615-60.6% | $3,023-52.8% | $4,662-69.4% |
| Participant deferral / active EE | $4,073 | $5,733-29.0% | $5,055-19.4% | $6,690-39.1% |
| Admin fee / account holder | $5,481 | $13,356-59.0% | $9,462-42.1% | $13,392-59.1% |