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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 | $145,788 | $110,379+32.1% | $102,412+42.4% | $145,884-0.1% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 12.92% | 24.84%-11.9pp | 24.94%-12.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,216 | $4,216-47.4% | $3,870-42.7% | $4,662-52.5% |
| Participant deferral / active EE | $15,468 | $5,622+175.1% | $5,060+205.7% | $6,690+131.2% |
| Admin fee / account holder | $25,062 | $9,745+157.2% | $8,388+198.8% | $13,392+87.1% |