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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 | $129,823 | $135,956-4.5% | $123,894+4.8% | $273,972-52.6% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 6.97% | 56.63%-49.7pp | 47.52%-40.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,222 | $6,343-49.2% | $5,984-46.2% | $5,287-39.1% |
| Admin fee / account holder | $2,917 | $9,817-70.3% | $8,357-65.1% | $10,133-71.2% |