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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 | $124,310 | $117,829+5.5% | $102,423+21.4% | $145,877-14.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 15.67% | 31.83%-16.2pp | 29.42%-13.8pp | 551.28%-535.6pp |
| Employer contribution / active EE | $2,672 | $3,615-26.1% | $3,023-11.6% | $4,663-42.7% |
| Participant deferral / active EE | $5,066 | $5,732-11.6% | $5,054+0.2% | $6,691-24.3% |
| Admin fee / account holder | $887 | $13,335-93.4% | $9,455-90.6% | $13,402-93.4% |