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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 | $138,255 | $152,612-9.4% | $125,192+10.4% | $152,897-9.6% |
| Participation rate | 88.2% | 83.3%+4.9pp | 79.8%+8.5pp | 82.5%+5.8pp |
| Annual return | 25.59% | 54.85%-29.3pp | 43.79%-18.2pp | 345.43%-319.8pp |
| Employer contribution / active EE | $1,785 | $4,947-63.9% | $3,866-53.8% | $4,764-62.5% |
| Participant deferral / active EE | $5,234 | $5,868-10.8% | $4,937+6.0% | $5,851-10.5% |
| Admin fee / account holder | $10,105 | $13,437-24.8% | $9,704+4.1% | $11,599-12.9% |