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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 | $149,225 | $103,392+44.3% | $87,104+71.3% | $152,897-2.4% |
| Participation rate | 85.7% | 79.4%+6.4pp | 76.9%+8.8pp | 82.5%+3.3pp |
| Annual return | 14.73% | 28.10%-13.4pp | 28.19%-13.5pp | 345.43%-330.7pp |
| Employer contribution / active EE | $1,605 | $3,221-50.2% | $2,521-36.3% | $4,764-66.3% |
| Participant deferral / active EE | $9,055 | $4,778+89.5% | $4,048+123.7% | $5,851+54.8% |
| Admin fee / account holder | $3,633 | $12,194-70.2% | $7,491-51.5% | $11,599-68.7% |