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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 | $150,560 | $150,435+0.1% | $120,580+24.9% | $145,897+3.2% |
| Participation rate | 70.0% | 78.8%-8.8pp | 72.0%-2.0pp | 80.3%-10.3pp |
| Annual return | 11.45% | 154.60%-143.2pp | 107.48%-96.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $3,048 | $4,352-30.0% | $3,469-12.1% | $4,663-34.6% |
| Participant deferral / active EE | $8,177 | $6,174+32.4% | $4,995+63.7% | $6,689+22.2% |
| Admin fee / account holder | $4,758 | $12,182-60.9% | $9,418-49.5% | $13,390-64.5% |