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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 | $149,754 | $103,392+44.8% | $87,104+71.9% | $152,897-2.1% |
| Participation rate | 76.9% | 79.4%-2.4pp | 76.9%+0.1pp | 82.5%-5.5pp |
| Annual return | 16.42% | 28.10%-11.7pp | 28.19%-11.8pp | 345.43%-329.0pp |
| Employer contribution / active EE | $1,651 | $3,221-48.7% | $2,521-34.5% | $4,764-65.3% |
| Participant deferral / active EE | $8,189 | $4,778+71.4% | $4,048+102.3% | $5,851+40.0% |
| Admin fee / account holder | $1,029 | $12,194-91.6% | $7,491-86.3% | $11,599-91.1% |