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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 | $117,895+40.6% | $102,460+61.8% | $145,897+13.6% |
| Participation rate | 79.2% | 78.6%+0.5pp | 76.5%+2.7pp | 80.3%-1.1pp |
| Annual return | 16.83% | 31.92%-15.1pp | 29.47%-12.6pp | 552.29%-535.5pp |
| Employer contribution / active EE | $3,029 | $3,619-16.3% | $3,025+0.1% | $4,663-35.0% |
| Participant deferral / active EE | $5,632 | $5,736-1.8% | $5,056+11.4% | $6,689-15.8% |
| Admin fee / account holder | $7,955 | $13,353-40.4% | $9,460-15.9% | $13,390-40.6% |