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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 | $130,709 | $124,351+5.1% | $109,188+19.7% | $167,553-22.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 9.95% | 26.04%-16.1pp | 25.76%-15.8pp | 478.89%-468.9pp |
| Employer contribution / active EE | $2,773 | $4,210-34.1% | $3,723-25.5% | $4,840-42.7% |
| Participant deferral / active EE | $5,869 | $5,257+11.6% | $4,654+26.1% | $6,343-7.5% |
| Admin fee / account holder | $2,348 | $7,975-70.6% | $6,755-65.2% | $12,316-80.9% |