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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 | $150,207+0.2% | $120,380+25.1% | $145,978+3.1% |
| Participation rate | 70.0% | 78.8%-8.8pp | 71.9%-1.9pp | 80.3%-10.3pp |
| Annual return | 11.45% | 154.28%-142.8pp | 107.28%-95.8pp | 550.52%-539.1pp |
| Employer contribution / active EE | $3,048 | $4,351-29.9% | $3,465-12.0% | $4,662-34.6% |
| Participant deferral / active EE | $8,177 | $6,175+32.4% | $4,992+63.8% | $6,690+22.2% |
| Admin fee / account holder | $4,758 | $12,203-61.0% | $9,421-49.5% | $13,400-64.5% |