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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 | $147,917 | $172,111-14.1% | $150,298-1.6% | $137,256+7.8% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 15.68% | 69.37%-53.7pp | 62.79%-47.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,217 | $4,636-30.6% | $4,154-22.6% | $4,156-22.6% |
| Participant deferral / active EE | $10,198 | $6,166+65.4% | $5,453+87.0% | $6,407+59.2% |
| Admin fee / account holder | $2,314 | $16,471-86.0% | $14,116-83.6% | $12,270-81.1% |