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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 | $151,536 | $149,741+1.2% | $118,914+27.4% | $158,982-4.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 13.75% | 19.94%-6.2pp | 35.89%-22.1pp | 302.99%-289.2pp |
| Employer contribution / active EE | $1,862 | $4,119-54.8% | $3,264-43.0% | $4,763-60.9% |
| Participant deferral / active EE | $4,708 | $5,226-9.9% | $4,266+10.4% | $5,983-21.3% |
| Admin fee / account holder | $4,474 | $8,607-48.0% | $6,582-32.0% | $11,252-60.2% |