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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 | $156,090 | $124,346+25.5% | $111,308+40.2% | $167,536-6.8% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 17.18% | 37.45%-20.3pp | 54.67%-37.5pp | 478.82%-461.6pp |
| Employer contribution / active EE | $1,717 | $3,437-50.1% | $2,732-37.2% | $4,839-64.5% |
| Participant deferral / active EE | $3,709 | $5,182-28.4% | $4,487-17.4% | $6,342-41.5% |
| Admin fee / account holder | $2,272 | $10,621-78.6% | $7,965-71.5% | $12,315-81.6% |