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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 | $132,185 | $211,288-37.4% | $178,540-26.0% | $145,884-9.4% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 10.01% | 30.27%-20.3pp | 27.15%-17.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $3,680 | $4,574-19.5% | $3,953-6.9% | $4,662-21.1% |
| Participant deferral / active EE | $7,947 | $6,967+14.1% | $6,281+26.5% | $6,690+18.8% |
| Admin fee / account holder | $614 | $12,105-94.9% | $10,424-94.1% | $13,392-95.4% |