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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 | $99,445 | $174,379-43.0% | $152,093-34.6% | $138,895-28.4% |
| Participation rate | 79.2% | 81.6%-2.5pp | 77.8%+1.4pp | 79.9%-0.8pp |
| Annual return | 11.92% | 74.86%-62.9pp | 66.36%-54.4pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,458 | $4,652-68.7% | $4,175-65.1% | $4,194-65.2% |
| Participant deferral / active EE | $3,108 | $6,159-49.5% | $5,451-43.0% | $6,396-51.4% |
| Admin fee / account holder | $103,681 | $16,880+514.2% | $14,497+615.2% | $12,562+725.3% |