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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 | $118,427 | $124,425-4.8% | $112,040+5.7% | $137,256-13.7% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.5%-3.8pp | 80.0%-7.2pp |
| Annual return | 14.51% | 24.72%-10.2pp | 24.52%-10.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,689 | $3,411-50.5% | $2,954-42.8% | $4,156-59.3% |
| Participant deferral / active EE | $2,471 | $5,718-56.8% | $5,098-51.5% | $6,407-61.4% |
| Admin fee / account holder | $54,151 | $15,207+256.1% | $12,098+347.6% | $12,270+341.3% |