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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 | $128,947 | $102,609+25.7% | $98,090+31.5% | $138,895-7.2% |
| Participation rate | 80.0% | 82.8%-2.8pp | 81.5%-1.5pp | 79.9%+0.1pp |
| Annual return | 13.87% | 36.44%-22.6pp | 37.05%-23.2pp | 145.39%-131.5pp |
| Employer contribution / active EE | $3,946 | $3,867+2.0% | $3,606+9.4% | $4,194-5.9% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,516 | $11,434-86.7% | $11,815-87.2% | $12,562-87.9% |