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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 | $150,166 | $172,111-12.8% | $150,298-0.1% | $137,256+9.4% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 14.81% | 69.37%-54.6pp | 62.79%-48.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,688 | $4,636-42.0% | $4,154-35.3% | $4,156-35.3% |
| Participant deferral / active EE | $5,869 | $6,166-4.8% | $5,453+7.6% | $6,407-8.4% |
| Admin fee / account holder | $101,895 | $16,471+518.6% | $14,116+621.9% | $12,270+730.4% |