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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 | $145,601 | $117,859+23.5% | $102,438+42.1% | $145,959-0.2% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 11.21% | 31.72%-20.5pp | 29.37%-18.2pp | 561.95%-550.7pp |
| Employer contribution / active EE | $3,898 | $3,615+7.8% | $3,024+28.9% | $4,661-16.4% |
| Participant deferral / active EE | $7,377 | $5,732+28.7% | $5,054+46.0% | $6,689+10.3% |
| Admin fee / account holder | $4,779 | $13,318-64.1% | $9,448-49.4% | $13,398-64.3% |