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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 | $137,815 | $162,821-15.4% | $133,978+2.9% | $158,982-13.3% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 11.03% | 41.95%-30.9pp | 45.10%-34.1pp | 302.99%-292.0pp |
| Employer contribution / active EE | $2,434 | $4,976-51.1% | $3,919-37.9% | $4,763-48.9% |
| Participant deferral / active EE | $13,199 | $5,910+123.3% | $5,047+161.5% | $5,983+120.6% |
| Admin fee / account holder | $550 | $11,742-95.3% | $8,930-93.8% | $11,252-95.1% |