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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 | $148,213 | $111,301+33.2% | $112,977+31.2% | $158,982-6.8% |
| Participation rate | 85.7% | 83.5%+2.2pp | 82.6%+3.2pp | 82.0%+3.7pp |
| Annual return | 11.62% | 26.40%-14.8pp | 24.24%-12.6pp | 302.99%-291.4pp |
| Employer contribution / active EE | $2,546 | $4,471-43.1% | $4,255-40.2% | $4,763-46.5% |
| Participant deferral / active EE | $4,394 | $5,880-25.3% | $5,836-24.7% | $5,983-26.6% |
| Admin fee / account holder | $2,075 | $8,392-75.3% | $6,294-67.0% | $11,252-81.6% |