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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 | $139,348 | $172,111-19.0% | $150,298-7.3% | $137,256+1.5% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 15.57% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,045 | $4,636-55.9% | $4,154-50.8% | $4,156-50.8% |
| Participant deferral / active EE | $8,376 | $6,166+35.8% | $5,453+53.6% | $6,407+30.7% |
| Admin fee / account holder | $2,602 | $16,471-84.2% | $14,116-81.6% | $12,270-78.8% |