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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 | $145,123 | $136,860+6.0% | $120,344+20.6% | $154,746-6.2% |
| Participation rate | 75.0% | 79.9%-4.9pp | 76.7%-1.7pp | 80.7%-5.7pp |
| Annual return | 16.69% | 21.38%-4.7pp | 20.30%-3.6pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,188 | $3,533-66.4% | $3,020-60.7% | $4,379-72.9% |
| Participant deferral / active EE | $3,271 | $5,793-43.5% | $5,135-36.3% | $6,730-51.4% |
| Admin fee / account holder | $5,999 | $15,393-61.0% | $12,742-52.9% | $14,365-58.2% |