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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 | $131,876 | $162,967-19.1% | $135,792-2.9% | $138,895-5.1% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.6%+2.4pp | 79.9%-4.9pp |
| Annual return | 10.39% | 30.08%-19.7pp | 25.96%-15.6pp | 145.39%-135.0pp |
| Employer contribution / active EE | $1,660 | $4,211-60.6% | $3,496-52.5% | $4,194-60.4% |
| Participant deferral / active EE | $7,053 | $5,640+25.0% | $4,759+48.2% | $6,396+10.3% |
| Admin fee / account holder | $1,317 | $15,306-91.4% | $12,266-89.3% | $12,562-89.5% |