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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 | $129,766 | $162,821-20.3% | $133,978-3.1% | $158,982-18.4% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 16.18% | 41.95%-25.8pp | 45.10%-28.9pp | 302.99%-286.8pp |
| Employer contribution / active EE | $3,412 | $4,976-31.4% | $3,919-12.9% | $4,763-28.4% |
| Participant deferral / active EE | $6,016 | $5,910+1.8% | $5,047+19.2% | $5,983+0.5% |
| Admin fee / account holder | $708 | $11,742-94.0% | $8,930-92.1% | $11,252-93.7% |