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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 | $128,935 | $275,752-53.2% | $256,809-49.8% | $198,609-35.1% |
| Participation rate | 83.3% | 89.2%-5.8pp | 88.5%-5.2pp | 82.4%+1.0pp |
| Annual return | 15.03% | 34.81%-19.8pp | 32.73%-17.7pp | 202.70%-187.7pp |
| Employer contribution / active EE | $2,616 | $7,721-66.1% | $7,263-64.0% | $5,055-48.3% |
| Participant deferral / active EE | $9,928 | $10,037-1.1% | $9,520+4.3% | $6,977+42.3% |
| Admin fee / account holder | $561 | $25,716-97.8% | $25,146-97.8% | $19,030-97.1% |