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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 | $146,228 | $136,860+6.8% | $120,344+21.5% | $154,746-5.5% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 9.36% | 21.38%-12.0pp | 20.30%-10.9pp | 172.34%-163.0pp |
| Employer contribution / active EE | $2,051 | $3,533-42.0% | $3,020-32.1% | $4,379-53.2% |
| Participant deferral / active EE | $4,440 | $5,793-23.4% | $5,135-13.5% | $6,730-34.0% |
| Admin fee / account holder | $216,068 | $15,393+1303.7% | $12,742+1595.8% | $14,365+1404.1% |