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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 | $145,899 | $124,351+17.3% | $109,188+33.6% | $167,553-12.9% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 9.77% | 26.04%-16.3pp | 25.76%-16.0pp | 478.89%-469.1pp |
| Employer contribution / active EE | $1,866 | $4,210-55.7% | $3,723-49.9% | $4,840-61.4% |
| Participant deferral / active EE | $5,059 | $5,257-3.8% | $4,654+8.7% | $6,343-20.2% |
| Admin fee / account holder | $11,084 | $7,975+39.0% | $6,755+64.1% | $12,316-10.0% |