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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 | $131,220 | $138,312-5.1% | $122,979+6.7% | $155,188-15.4% |
| Participation rate | 78.6% | 80.2%-1.6pp | 77.2%+1.4pp | 80.8%-2.2pp |
| Annual return | 10.87% | 22.06%-11.2pp | 20.12%-9.2pp | 148.84%-138.0pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $835 | $15,089-94.5% | $12,864-93.5% | $14,480-94.2% |