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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 | $121,245 | $157,829-23.2% | $136,867-11.4% | $198,609-39.0% |
| Participation rate | 75.0% | 77.2%-2.2pp | 74.5%+0.5pp | 82.4%-7.4pp |
| Annual return | 12.17% | 51.25%-39.1pp | 42.97%-30.8pp | 202.70%-190.5pp |
| Employer contribution / active EE | $1,446 | $3,923-63.1% | $3,547-59.2% | $5,055-71.4% |
| Participant deferral / active EE | $1,846 | $5,463-66.2% | $4,924-62.5% | $6,977-73.5% |
| Admin fee / account holder | $1,000 | $11,107-91.0% | $10,340-90.3% | $19,030-94.7% |