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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 | $133,991 | $117,829+13.7% | $102,423+30.8% | $145,877-8.1% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 10.16% | 31.83%-21.7pp | 29.42%-19.3pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,940 | $3,615-46.3% | $3,023-35.8% | $4,663-58.4% |
| Participant deferral / active EE | $2,257 | $5,732-60.6% | $5,054-55.4% | $6,691-66.3% |
| Admin fee / account holder | $21,003 | $13,335+57.5% | $9,455+122.1% | $13,402+56.7% |