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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 | $158,981 | $176,402-9.9% | $134,162+18.5% | $158,9820% |
| Participation rate | 81.8% | 78.7%+3.1pp | 72.2%+9.6pp | 82.0%-0.1pp |
| Annual return | 8.83% | 63.66%-54.8pp | 36.35%-27.5pp | 302.99%-294.2pp |
| Employer contribution / active EE | $2,312 | $5,042-54.2% | $3,705-37.6% | $4,763-51.5% |
| Participant deferral / active EE | $4,626 | $4,093+13.0% | $3,500+32.2% | $5,983-22.7% |
| Admin fee / account holder | $4,762 | $8,719-45.4% | $6,685-28.8% | $11,252-57.7% |