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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 | $172,332 | $182,442-5.5% | $163,379+5.5% | $138,895+24.1% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.8%-5.4pp | 79.9%-8.5pp |
| Annual return | 23.81% | 72.74%-48.9pp | 63.41%-39.6pp | 145.39%-121.6pp |
| Employer contribution / active EE | $2,420 | $4,159-41.8% | $3,752-35.5% | $4,194-42.3% |
| Participant deferral / active EE | $8,032 | $6,817+17.8% | $6,282+27.9% | $6,396+25.6% |
| Admin fee / account holder | $19,805 | $10,396+90.5% | $9,818+101.7% | $12,562+57.7% |