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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 | $165,754 | $117,829+40.7% | $102,423+61.8% | $145,877+13.6% |
| Participation rate | 79.2% | 78.6%+0.6pp | 76.5%+2.7pp | 80.3%-1.1pp |
| Annual return | 16.83% | 31.83%-15.0pp | 29.42%-12.6pp | 551.28%-534.5pp |
| Employer contribution / active EE | $3,029 | $3,615-16.2% | $3,023+0.2% | $4,663-35.0% |
| Participant deferral / active EE | $5,632 | $5,732-1.8% | $5,054+11.4% | $6,691-15.8% |
| Admin fee / account holder | $7,955 | $13,335-40.3% | $9,455-15.9% | $13,402-40.6% |