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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 | $150,813 | $152,612-1.2% | $125,192+20.5% | $152,897-1.4% |
| Participation rate | 81.0% | 83.3%-2.4pp | 79.8%+1.2pp | 82.5%-1.5pp |
| Annual return | 16.16% | 54.85%-38.7pp | 43.79%-27.6pp | 345.43%-329.3pp |
| Employer contribution / active EE | $2,430 | $4,947-50.9% | $3,866-37.1% | $4,764-49.0% |
| Participant deferral / active EE | $5,671 | $5,868-3.4% | $4,937+14.9% | $5,851-3.1% |
| Admin fee / account holder | $4,440 | $13,437-67.0% | $9,704-54.2% | $11,599-61.7% |