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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 | $148,429 | $110,379+34.5% | $102,412+44.9% | $145,884+1.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.25% | 24.84%-14.6pp | 24.94%-14.7pp | 551.85%-541.6pp |
| Employer contribution / active EE | $2,546 | $4,216-39.6% | $3,870-34.2% | $4,662-45.4% |
| Participant deferral / active EE | $7,908 | $5,622+40.7% | $5,060+56.3% | $6,690+18.2% |
| Admin fee / account holder | $3,805 | $9,745-61.0% | $8,388-54.6% | $13,392-71.6% |