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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 | $130,515 | $135,956-4.0% | $123,894+5.3% | $273,972-52.4% |
| Participation rate | 76.5% | 84.1%-7.6pp | 81.4%-4.9pp | 83.0%-6.5pp |
| Annual return | 7.43% | 56.63%-49.2pp | 47.52%-40.1pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,565 | $5,170-69.7% | $4,617-66.1% | $4,869-67.9% |
| Participant deferral / active EE | $3,317 | $6,343-47.7% | $5,984-44.6% | $5,287-37.3% |
| Admin fee / account holder | $3,808 | $9,817-61.2% | $8,357-54.4% | $10,133-62.4% |