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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 | $152,547 | $162,821-6.3% | $133,978+13.9% | $158,982-4.0% |
| Participation rate | 77.8% | 83.2%-5.5pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 6.49% | 41.95%-35.5pp | 45.10%-38.6pp | 302.99%-296.5pp |
| Employer contribution / active EE | $2,072 | $4,976-58.4% | $3,919-47.1% | $4,763-56.5% |
| Participant deferral / active EE | $3,663 | $5,910-38.0% | $5,047-27.4% | $5,983-38.8% |
| Admin fee / account holder | $882 | $11,742-92.5% | $8,930-90.1% | $11,252-92.2% |