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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 | $126,661-5.9% | $113,397+5.1% | $138,895-14.2% |
| Participation rate | 81.8% | 79.4%+2.4pp | 76.5%+5.3pp | 79.9%+1.9pp |
| Annual return | 15.03% | 25.05%-10.0pp | 23.20%-8.2pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,717 | $3,456-50.3% | $2,977-42.3% | $4,194-59.1% |
| Participant deferral / active EE | $3,494 | $5,693-38.6% | $5,076-31.2% | $6,396-45.4% |
| Admin fee / account holder | $57,428 | $14,549+294.7% | $11,957+380.3% | $12,562+357.1% |