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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 | $118,233 | $127,387-7.2% | $115,038+2.8% | $125,389-5.7% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 1.39% | 31.28%-29.9pp | 26.14%-24.8pp | 282.24%-280.8pp |
| Employer contribution / active EE | $1,318 | $5,166-74.5% | $4,608-71.4% | $4,866-72.9% |
| Participant deferral / active EE | $3,810 | $6,423-40.7% | $6,026-36.8% | $5,352-28.8% |
| Admin fee / account holder | $34,284 | $9,516+260.3% | $8,175+319.4% | $9,541+259.3% |