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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 | $154,769 | $117,859+31.3% | $102,438+51.1% | $145,959+6.0% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 11.84% | 31.72%-19.9pp | 29.37%-17.5pp | 561.95%-550.1pp |
| Employer contribution / active EE | $1,465 | $3,615-59.5% | $3,024-51.6% | $4,661-68.6% |
| Participant deferral / active EE | $6,318 | $5,732+10.2% | $5,054+25.0% | $6,689-5.5% |
| Admin fee / account holder | $943 | $13,318-92.9% | $9,448-90.0% | $13,398-93.0% |