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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 | $128,499 | $110,337+16.5% | $102,383+25.5% | $145,877-11.9% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.6pp |
| Annual return | 11.67% | 24.83%-13.2pp | 24.94%-13.3pp | 551.28%-539.6pp |
| Employer contribution / active EE | $1,341 | $4,216-68.2% | $3,870-65.3% | $4,663-71.2% |
| Participant deferral / active EE | $6,235 | $5,621+10.9% | $5,060+23.2% | $6,691-6.8% |
| Admin fee / account holder | $548 | $9,750-94.4% | $8,391-93.5% | $13,402-95.9% |