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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 | $107,311 | $106,864+0.4% | $147,318-27.2% | $82,637+29.9% |
| Participation rate | 71.0% | 75.5%-4.5pp | 82.1%-11.1pp | 68.1%+2.9pp |
| Annual return | 16.12% | 27.49%-11.4pp | 70.43%-54.3pp | 53.51%-37.4pp |
| Employer contribution / active EE | $925 | $3,417-72.9% | $4,593-79.9% | $2,552-63.8% |
| Participant deferral / active EE | $13,030 | $6,496+100.6% | $7,906+64.8% | $4,126+215.8% |
| Admin fee / account holder | $27,907 | $8,415+231.6% | $13,708+103.6% | $7,339+280.3% |