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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 | $131,912 | $185,312-28.8% | $161,489-18.3% | $154,746-14.8% |
| Participation rate | 78.9% | 82.5%-3.5pp | 78.7%+0.3pp | 80.7%-1.8pp |
| Annual return | 16.65% | 103.84%-87.2pp | 89.72%-73.1pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,157 | $4,769-75.7% | $4,268-72.9% | $4,379-73.6% |
| Participant deferral / active EE | $7,460 | $6,350+17.5% | $5,630+32.5% | $6,730+10.8% |
| Admin fee / account holder | $5,540 | $18,654-70.3% | $16,006-65.4% | $14,365-61.4% |