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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 | $133,965 | $161,352-17.0% | $134,172-0.2% | $137,256-2.4% |
| Participation rate | 81.3% | 78.3%+3.0pp | 72.5%+8.8pp | 80.0%+1.3pp |
| Annual return | 17.84% | 28.72%-10.9pp | 25.30%-7.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,475 | $4,099-64.0% | $3,420-56.9% | $4,156-64.5% |
| Participant deferral / active EE | $3,458 | $5,552-37.7% | $4,690-26.3% | $6,407-46.0% |
| Admin fee / account holder | $2,817 | $15,028-81.3% | $12,016-76.6% | $12,270-77.0% |