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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 | $161,352-19.1% | $134,172-2.7% | $137,256-4.8% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.5%+2.5pp | 80.0%-5.0pp |
| Annual return | 14.59% | 28.72%-14.1pp | 25.30%-10.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,971 | $4,099-27.5% | $3,420-13.1% | $4,156-28.5% |
| Participant deferral / active EE | $4,703 | $5,552-15.3% | $4,690+0.3% | $6,407-26.6% |
| Admin fee / account holder | $33,113 | $15,028+120.3% | $12,016+175.6% | $12,270+169.9% |