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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 | $135,364 | $124,336+8.9% | $111,303+21.6% | $167,518-19.2% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 14.58% | 37.45%-22.9pp | 54.66%-40.1pp | 478.71%-464.1pp |
| Employer contribution / active EE | $1,051 | $3,436-69.4% | $2,731-61.5% | $4,838-78.3% |
| Participant deferral / active EE | $3,403 | $5,181-34.3% | $4,487-24.2% | $6,342-46.3% |
| Admin fee / account holder | $342 | $10,623-96.8% | $7,966-95.7% | $12,312-97.2% |