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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 | $142,779 | $124,351+14.8% | $109,188+30.8% | $167,553-14.8% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 11.07% | 26.04%-15.0pp | 25.76%-14.7pp | 478.89%-467.8pp |
| Employer contribution / active EE | $1,774 | $4,210-57.8% | $3,723-52.3% | $4,840-63.3% |
| Participant deferral / active EE | $2,371 | $5,257-54.9% | $4,654-49.0% | $6,343-62.6% |
| Admin fee / account holder | $6,242 | $7,975-21.7% | $6,755-7.6% | $12,316-49.3% |