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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 | $124,714 | $127,387-2.1% | $115,038+8.4% | $125,389-0.5% |
| Participation rate | 78.3% | 84.2%-5.9pp | 81.4%-3.1pp | 83.2%-4.9pp |
| Annual return | 1.43% | 31.28%-29.8pp | 26.14%-24.7pp | 282.24%-280.8pp |
| Employer contribution / active EE | $4,900 | $5,166-5.1% | $4,608+6.3% | $4,866+0.7% |
| Participant deferral / active EE | $4,119 | $6,423-35.9% | $6,026-31.6% | $5,352-23.0% |
| Admin fee / account holder | $2,880 | $9,516-69.7% | $8,175-64.8% | $9,541-69.8% |