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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 | $126,373 | $106,280+18.9% | $96,538+30.9% | $139,487-9.4% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 21.84% | 38.48%-16.6pp | 35.74%-13.9pp | 373.84%-352.0pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $4,733 | $5,457-13.3% | $4,880-3.0% | $6,713-29.5% |
| Admin fee / account holder | $711 | $7,888-91.0% | $6,737-89.4% | $11,407-93.8% |