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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 | $156,160 | $117,859+32.5% | $102,438+52.4% | $145,959+7.0% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 15.98% | 31.72%-15.7pp | 29.37%-13.4pp | 561.95%-546.0pp |
| Employer contribution / active EE | $1,187 | $3,615-67.2% | $3,024-60.8% | $4,661-74.5% |
| Participant deferral / active EE | $2,155 | $5,732-62.4% | $5,054-57.4% | $6,689-67.8% |
| Admin fee / account holder | $2,139 | $13,318-83.9% | $9,448-77.4% | $13,398-84.0% |