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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 | $142,634 | $116,203+22.7% | $93,621+52.4% | $152,909-6.7% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.8%+1.9pp | 82.5%-4.7pp |
| Annual return | 17.64% | 35.96%-18.3pp | 32.76%-15.1pp | 345.46%-327.8pp |
| Employer contribution / active EE | $749 | $3,219-76.7% | $2,719-72.5% | $4,764-84.3% |
| Participant deferral / active EE | $6,643 | $4,605+44.3% | $4,070+63.2% | $5,851+13.5% |
| Admin fee / account holder | $1,736 | $10,751-83.9% | $7,890-78.0% | $11,601-85.0% |