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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 | $130,600 | $177,156-26.3% | $147,027-11.2% | $154,746-15.6% |
| Participation rate | 75.0% | 79.4%-4.4pp | 73.7%+1.3pp | 80.7%-5.7pp |
| Annual return | 14.59% | 21.94%-7.3pp | 20.23%-5.6pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,971 | $4,336-31.5% | $3,626-18.1% | $4,379-32.1% |
| Participant deferral / active EE | $4,703 | $5,797-18.9% | $4,933-4.7% | $6,730-30.1% |
| Admin fee / account holder | $33,113 | $14,904+122.2% | $12,223+170.9% | $14,365+130.5% |