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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 | $114,685 | $147,594-22.3% | $121,871-5.9% | $198,609-42.3% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.2%+1.8pp | 82.4%-7.4pp |
| Annual return | 14.34% | 12.94%+1.4pp | 13.57%+0.8pp | 202.70%-188.4pp |
| Employer contribution / active EE | $1,311 | $3,007-56.4% | $2,731-52.0% | $5,055-74.1% |
| Participant deferral / active EE | $3,273 | $5,168-36.7% | $4,318-24.2% | $6,977-53.1% |
| Admin fee / account holder | $35,370 | $15,134+133.7% | $11,551+206.2% | $19,030+85.9% |