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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 | $151,814 | $165,381-8.2% | $149,730+1.4% | $158,966-4.5% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 13.68% | 348.29%-334.6pp | 276.70%-263.0pp | 302.95%-289.3pp |
| Employer contribution / active EE | $1,833 | $5,104-64.1% | $4,645-60.5% | $4,762-61.5% |
| Participant deferral / active EE | $7,609 | $7,182+5.9% | $6,843+11.2% | $5,983+27.2% |
| Admin fee / account holder | $2,530 | $10,809-76.6% | $9,310-72.8% | $11,250-77.5% |