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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 | $129,149 | $107,809+19.8% | $97,032+33.1% | $155,188-16.8% |
| Participation rate | 72.7% | 75.5%-2.7pp | 71.6%+1.2pp | 80.8%-8.1pp |
| Annual return | 15.21% | 38.06%-22.9pp | 35.38%-20.2pp | 148.84%-133.6pp |
| Employer contribution / active EE | $945 | $2,911-67.6% | $2,629-64.1% | $4,248-77.8% |
| Participant deferral / active EE | $3,404 | $5,129-33.6% | $4,672-27.1% | $6,531-47.9% |
| Admin fee / account holder | $1,169 | $10,717-89.1% | $9,418-87.6% | $14,480-91.9% |