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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 | $128,726 | $152,612-15.7% | $125,192+2.8% | $152,897-15.8% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.5%-9.7pp |
| Annual return | 13.05% | 54.85%-41.8pp | 43.79%-30.7pp | 345.43%-332.4pp |
| Employer contribution / active EE | $3,175 | $4,947-35.8% | $3,866-17.9% | $4,764-33.3% |
| Participant deferral / active EE | $2,273 | $5,868-61.3% | $4,937-54.0% | $5,851-61.2% |
| Admin fee / account holder | $4,236 | $13,437-68.5% | $9,704-56.3% | $11,599-63.5% |