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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 | $156,386 | $106,267+47.2% | $96,520+62.0% | $139,456+12.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 16.31% | 38.45%-22.1pp | 35.72%-19.4pp | 373.45%-357.1pp |
| Employer contribution / active EE | $2,937 | $4,105-28.4% | $3,739-21.4% | $4,753-38.2% |
| Participant deferral / active EE | $5,318 | $5,454-2.5% | $4,879+9.0% | $6,711-20.8% |
| Admin fee / account holder | $687 | $7,882-91.3% | $6,733-89.8% | $11,407-94.0% |