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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 | $102,268 | $111,535-8.3% | $105,223-2.8% | $137,256-25.5% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 16.88% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,854 | $3,939-27.6% | $3,689-22.6% | $4,156-31.3% |
| Participant deferral / active EE | $6,991 | $5,500+27.1% | $5,072+37.9% | $6,407+9.1% |
| Admin fee / account holder | $3,142 | $9,721-67.7% | $8,859-64.5% | $12,270-74.4% |