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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 | $104,105 | $148,582-29.9% | $135,942-23.4% | $139,456-25.3% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 21.59% | 79.26%-57.7pp | 68.28%-46.7pp | 373.45%-351.9pp |
| Employer contribution / active EE | $5,376 | $5,245+2.5% | $4,858+10.7% | $4,753+13.1% |
| Participant deferral / active EE | $13,625 | $8,101+68.2% | $7,759+75.6% | $6,711+103.0% |
| Admin fee / account holder | $4,694 | $12,402-62.2% | $10,764-56.4% | $11,407-58.8% |