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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 | $133,052 | $154,209-13.7% | $130,062+2.3% | $139,487-4.6% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.6pp |
| Annual return | 23.82% | 32.52%-8.7pp | -137.37%+161.2pp | 373.84%-350.0pp |
| Employer contribution / active EE | $1,622 | $5,292-69.3% | $4,322-62.5% | $4,755-65.9% |
| Participant deferral / active EE | $2,122 | $6,709-68.4% | $5,821-63.5% | $6,713-68.4% |
| Admin fee / account holder | $2,051 | $13,988-85.3% | $10,601-80.7% | $11,407-82.0% |