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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 | $150,431 | $211,288-28.8% | $178,540-15.7% | $145,884+3.1% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 13.42% | 30.27%-16.9pp | 27.15%-13.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $2,936 | $4,574-35.8% | $3,953-25.7% | $4,662-37.0% |
| Participant deferral / active EE | $9,157 | $6,967+31.4% | $6,281+45.8% | $6,690+36.9% |
| Admin fee / account holder | $1,434 | $12,105-88.2% | $10,424-86.2% | $13,392-89.3% |