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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 | $162,245 | $176,786-8.2% | $146,643+10.6% | $167,536-3.2% |
| Participation rate | 77.8% | 83.6%-5.8pp | 80.1%-2.3pp | 82.1%-4.3pp |
| Annual return | 14.02% | 24.04%-10.0pp | 22.75%-8.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $2,047 | $5,161-60.3% | $4,137-50.5% | $4,839-57.7% |
| Participant deferral / active EE | $8,388 | $6,440+30.2% | $5,506+52.3% | $6,342+32.2% |
| Admin fee / account holder | $3,344 | $13,262-74.8% | $10,280-67.5% | $12,315-72.8% |