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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 | $148,591 | $147,556+0.7% | $129,031+15.2% | $198,609-25.2% |
| Participation rate | 80.0% | 77.2%+2.8pp | 73.4%+6.6pp | 82.4%-2.4pp |
| Annual return | 14.15% | 37.41%-23.3pp | 34.67%-20.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $2,291 | $3,645-37.2% | $3,226-29.0% | $5,055-54.7% |
| Participant deferral / active EE | $4,932 | $5,760-14.4% | $5,217-5.5% | $6,977-29.3% |
| Admin fee / account holder | $3,596 | $15,467-76.8% | $13,208-72.8% | $19,030-81.1% |