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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 | $172,761 | $232,540-25.7% | $185,117-6.7% | $147,586+17.1% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 18.58% | 43.03%-24.5pp | 40.50%-21.9pp | 578.59%-560.0pp |
| Employer contribution / active EE | $4,535 | $5,195-12.7% | $4,182+8.4% | $4,876-7.0% |
| Participant deferral / active EE | $4,834 | $5,834-17.1% | $5,045-4.2% | $5,439-11.1% |
| Admin fee / account holder | $721 | $10,275-93.0% | $8,159-91.2% | $10,886-93.4% |