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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 | $129,748 | $125,797+3.1% | $170,043-23.7% | $75,173+72.6% |
| Participation rate | 80.3% | 83.6%-3.3pp | 87.0%-6.7pp | 67.2%+13.1pp |
| Annual return | 16.42% | 27.20%-10.8pp | 53.40%-37.0pp | 160.72%-144.3pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,685 | $6,838-16.9% | $10,410-45.4% | $4,126+37.8% |
| Admin fee / account holder | $468 | $8,177-94.3% | $12,824-96.4% | $5,651-91.7% |