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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 | $158,945 | $162,781-2.4% | $133,956+18.7% | $158,9310% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 16.22% | 41.94%-25.7pp | 45.09%-28.9pp | 302.86%-286.6pp |
| Employer contribution / active EE | $3,200 | $4,975-35.7% | $3,919-18.3% | $4,761-32.8% |
| Participant deferral / active EE | $7,449 | $5,911+26.0% | $5,048+47.6% | $5,982+24.5% |
| Admin fee / account holder | $2,918 | $11,736-75.1% | $8,927-67.3% | $11,247-74.1% |