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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 | $113,388 | $110,278+2.8% | $95,740+18.4% | $139,466-18.7% |
| Participation rate | 73.7% | 75.7%-2.1pp | 72.3%+1.4pp | 80.3%-6.6pp |
| Annual return | 13.86% | 27.19%-13.3pp | 28.41%-14.6pp | 373.66%-359.8pp |
| Employer contribution / active EE | $380 | $3,260-88.3% | $2,836-86.6% | $4,754-92.0% |
| Participant deferral / active EE | $5,306 | $4,674+13.5% | $4,244+25.0% | $6,712-21.0% |
| Admin fee / account holder | $17,224 | $6,613+160.4% | $5,676+203.4% | $11,409+51.0% |