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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 | $147,917 | $165,399-10.6% | $149,745-1.2% | $158,982-7.0% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 14.01% | 348.34%-334.3pp | 276.72%-262.7pp | 302.99%-289.0pp |
| Employer contribution / active EE | $1,798 | $5,105-64.8% | $4,646-61.3% | $4,763-62.2% |
| Participant deferral / active EE | $8,119 | $7,183+13.0% | $6,843+18.6% | $5,983+35.7% |
| Admin fee / account holder | $2,145 | $10,811-80.2% | $9,312-77.0% | $11,252-80.9% |