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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 | $156,816 | $147,556+6.3% | $129,031+21.5% | $198,609-21.0% |
| Participation rate | 80.0% | 77.2%+2.8pp | 73.4%+6.6pp | 82.4%-2.4pp |
| Annual return | 18.00% | 37.41%-19.4pp | 34.67%-16.7pp | 202.70%-184.7pp |
| Employer contribution / active EE | $4,032 | $3,645+10.6% | $3,226+25.0% | $5,055-20.2% |
| Participant deferral / active EE | $7,077 | $5,760+22.9% | $5,217+35.6% | $6,977+1.4% |
| Admin fee / account holder | $2,181 | $15,467-85.9% | $13,208-83.5% | $19,030-88.5% |