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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 | $145,521 | $162,812-10.6% | $133,971+8.6% | $158,966-8.5% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 15.60% | 41.94%-26.3pp | 45.09%-29.5pp | 302.95%-287.3pp |
| Employer contribution / active EE | $8,199 | $4,976+64.8% | $3,919+109.2% | $4,762+72.2% |
| Participant deferral / active EE | $12,923 | $5,910+118.7% | $5,047+156.1% | $5,983+116.0% |
| Admin fee / account holder | $10,158 | $11,741-13.5% | $8,929+13.8% | $11,250-9.7% |