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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 | $159,851 | $140,592+13.7% | $123,105+29.8% | $125,389+27.5% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -0.26% | 16.80%-17.1pp | 13.22%-13.5pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,791 | $6,041-70.3% | $5,151-65.2% | $4,866-63.2% |
| Participant deferral / active EE | $5,510 | $6,980-21.1% | $6,229-11.5% | $5,352+3.0% |
| Admin fee / account holder | $3,111 | $11,198-72.2% | $9,014-65.5% | $9,541-67.4% |