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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 | $107,666+19.8% | $102,184+26.2% | $154,746-16.7% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 13.87% | 29.33%-15.5pp | 31.58%-17.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $3,946 | $3,846+2.6% | $3,594+9.8% | $4,379-9.9% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,516 | $12,943-88.3% | $11,609-86.9% | $14,365-89.4% |