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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 | $116,184 | $156,616-25.8% | $133,346-12.9% | $198,609-41.5% |
| Participation rate | 73.9% | 77.7%-3.8pp | 72.8%+1.1pp | 82.4%-8.5pp |
| Annual return | 14.51% | 44.25%-29.7pp | 36.85%-22.3pp | 202.70%-188.2pp |
| Employer contribution / active EE | $5,917 | $3,368+75.7% | $2,853+107.4% | $5,055+17.0% |
| Participant deferral / active EE | $4,355 | $4,920-11.5% | $4,332+0.5% | $6,977-37.6% |
| Admin fee / account holder | $3,475 | $17,468-80.1% | $14,264-75.6% | $19,030-81.7% |