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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 | $151,021 | $110,410+36.8% | $102,437+47.4% | $145,897+3.5% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+0.9pp |
| Annual return | 11.85% | 24.85%-13.0pp | 24.95%-13.1pp | 552.29%-540.4pp |
| Employer contribution / active EE | $3,823 | $4,217-9.4% | $3,871-1.2% | $4,663-18.0% |
| Participant deferral / active EE | $11,277 | $5,622+100.6% | $5,060+122.9% | $6,689+68.6% |
| Admin fee / account holder | $2,562 | $9,745-73.7% | $8,388-69.5% | $13,390-80.9% |