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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 | $135,355 | $140,592-3.7% | $123,105+10.0% | $125,389+7.9% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -1.56% | 16.80%-18.4pp | 13.22%-14.8pp | 282.24%-283.8pp |
| Employer contribution / active EE | $1,455 | $6,041-75.9% | $5,151-71.8% | $4,866-70.1% |
| Participant deferral / active EE | $3,123 | $6,980-55.3% | $6,229-49.9% | $5,352-41.6% |
| Admin fee / account holder | $563 | $11,198-95.0% | $9,014-93.8% | $9,541-94.1% |