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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 | $117,217 | $183,592-36.2% | $155,574-24.7% | $145,877-19.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 18.98% | 61.37%-42.4pp | 64.87%-45.9pp | 551.28%-532.3pp |
| Employer contribution / active EE | $1,783 | $5,317-66.5% | $4,676-61.9% | $4,663-61.8% |
| Participant deferral / active EE | $8,060 | $6,466+24.7% | $5,629+43.2% | $6,691+20.5% |
| Admin fee / account holder | $5,085 | $19,316-73.7% | $15,914-68.0% | $13,402-62.1% |