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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 | $119,159 | $124,425-4.2% | $112,040+6.4% | $137,256-13.2% |
| Participation rate | 81.8% | 79.3%+2.5pp | 76.5%+5.3pp | 80.0%+1.9pp |
| Annual return | 15.03% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,717 | $3,411-49.7% | $2,954-41.9% | $4,156-58.7% |
| Participant deferral / active EE | $3,494 | $5,718-38.9% | $5,098-31.5% | $6,407-45.5% |
| Admin fee / account holder | $57,428 | $15,207+277.7% | $12,098+374.7% | $12,270+368.0% |