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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 | $149,410 | $138,312+8.0% | $122,979+21.5% | $155,188-3.7% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 7.52% | 22.06%-14.5pp | 20.12%-12.6pp | 148.84%-141.3pp |
| Employer contribution / active EE | $1,793 | $3,530-49.2% | $3,062-41.4% | $4,248-57.8% |
| Participant deferral / active EE | $2,730 | $5,592-51.2% | $5,003-45.4% | $6,531-58.2% |
| Admin fee / account holder | $608 | $15,089-96.0% | $12,864-95.3% | $14,480-95.8% |