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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 | $151,314 | $157,296-3.8% | $141,191+7.2% | $152,897-1.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 24.95% | 64.34%-39.4pp | 71.41%-46.5pp | 345.43%-320.5pp |
| Employer contribution / active EE | $2,233 | $5,262-57.6% | $4,736-52.8% | $4,764-53.1% |
| Participant deferral / active EE | $4,194 | $7,111-41.0% | $6,710-37.5% | $5,851-28.3% |
| Admin fee / account holder | $3,403 | $12,125-71.9% | $10,264-66.8% | $11,599-70.7% |