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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 | $137,813 | $172,111-19.9% | $150,298-8.3% | $137,256+0.4% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 18.54% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,200 | $4,636-52.6% | $4,154-47.0% | $4,156-47.1% |
| Participant deferral / active EE | $5,778 | $6,166-6.3% | $5,453+6.0% | $6,407-9.8% |
| Admin fee / account holder | $1,025 | $16,471-93.8% | $14,116-92.7% | $12,270-91.6% |