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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 | $112,693 | $124,425-9.4% | $112,040+0.6% | $137,256-17.9% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.5%-3.8pp | 80.0%-7.2pp |
| Annual return | 12.71% | 24.72%-12.0pp | 24.52%-11.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,556 | $3,411-54.4% | $2,954-47.3% | $4,156-62.6% |
| Participant deferral / active EE | $4,006 | $5,718-29.9% | $5,098-21.4% | $6,407-37.5% |
| Admin fee / account holder | $20,006 | $15,207+31.6% | $12,098+65.4% | $12,270+63.0% |