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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 | $143,735 | $147,556-2.6% | $129,031+11.4% | $198,609-27.6% |
| Participation rate | 78.9% | 77.2%+1.7pp | 73.4%+5.6pp | 82.4%-3.4pp |
| Annual return | 18.31% | 37.41%-19.1pp | 34.67%-16.4pp | 202.70%-184.4pp |
| Employer contribution / active EE | $2,287 | $3,645-37.2% | $3,226-29.1% | $5,055-54.8% |
| Participant deferral / active EE | $3,965 | $5,760-31.2% | $5,217-24.0% | $6,977-43.2% |
| Admin fee / account holder | $2,037 | $15,467-86.8% | $13,208-84.6% | $19,030-89.3% |