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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 | $99,754 | $142,426-30.0% | $115,167-13.4% | $152,909-34.8% |
| Participation rate | 81.3% | 82.4%-1.1pp | 75.9%+5.3pp | 82.5%-1.2pp |
| Annual return | 15.53% | 41.48%-26.0pp | 35.60%-20.1pp | 345.46%-329.9pp |
| Employer contribution / active EE | $2,082 | $4,011-48.1% | $3,179-34.5% | $4,764-56.3% |
| Participant deferral / active EE | $5,727 | $5,165+10.9% | $4,169+37.4% | $5,851-2.1% |
| Admin fee / account holder | $23,614 | $8,464+179.0% | $7,089+233.1% | $11,601+103.6% |