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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 | $158,971 | $111,535+42.5% | $105,223+51.1% | $137,256+15.8% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 17.89% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,540 | $3,939-10.2% | $3,689-4.0% | $4,156-14.8% |
| Participant deferral / active EE | $6,173 | $5,500+12.2% | $5,072+21.7% | $6,407-3.7% |
| Admin fee / account holder | $2,609 | $9,721-73.2% | $8,859-70.6% | $12,270-78.7% |