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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 | $110,248+2.8% | $95,728+18.4% | $139,456-18.7% |
| Participation rate | 73.7% | 75.7%-2.1pp | 72.3%+1.4pp | 80.3%-6.6pp |
| Annual return | 13.86% | 27.16%-13.3pp | 28.40%-14.5pp | 373.45%-359.6pp |
| Employer contribution / active EE | $380 | $3,258-88.3% | $2,835-86.6% | $4,753-92.0% |
| Participant deferral / active EE | $5,306 | $4,675+13.5% | $4,245+25.0% | $6,711-20.9% |
| Admin fee / account holder | $17,224 | $6,607+160.7% | $5,673+203.6% | $11,407+51.0% |