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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 | $148,514 | $110,240+34.7% | $96,544+53.8% | $139,487+6.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 13.66% | 26.41%-12.8pp | 25.88%-12.2pp | 373.84%-360.2pp |
| Employer contribution / active EE | $2,131 | $3,622-41.2% | $2,966-28.2% | $4,755-55.2% |
| Participant deferral / active EE | $11,077 | $5,549+99.6% | $4,851+128.3% | $6,713+65.0% |
| Admin fee / account holder | $4,393 | $11,602-62.1% | $8,254-46.8% | $11,407-61.5% |