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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 | $87,671 | $162,967-46.2% | $135,792-35.4% | $138,895-36.9% |
| Participation rate | 72.7% | 78.3%-5.6pp | 72.6%+0.1pp | 79.9%-7.2pp |
| Annual return | 16.41% | 30.08%-13.7pp | 25.96%-9.5pp | 145.39%-129.0pp |
| Employer contribution / active EE | $4,079 | $4,211-3.1% | $3,496+16.7% | $4,194-2.8% |
| Participant deferral / active EE | $3,428 | $5,640-39.2% | $4,759-28.0% | $6,396-46.4% |
| Admin fee / account holder | $604 | $15,306-96.1% | $12,266-95.1% | $12,562-95.2% |