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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 | $156,487 | $152,612+2.5% | $125,192+25.0% | $152,897+2.3% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 18.60% | 54.85%-36.2pp | 43.79%-25.2pp | 345.43%-326.8pp |
| Employer contribution / active EE | $4,229 | $4,947-14.5% | $3,866+9.4% | $4,764-11.2% |
| Participant deferral / active EE | $6,987 | $5,868+19.1% | $4,937+41.5% | $5,851+19.4% |
| Admin fee / account holder | $49,979 | $13,437+272.0% | $9,704+415.0% | $11,599+330.9% |