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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 | $148,968 | $176,794-15.7% | $146,647+1.6% | $167,553-11.1% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 16.14% | 24.04%-7.9pp | 22.75%-6.6pp | 478.89%-462.7pp |
| Employer contribution / active EE | $3,704 | $5,161-28.2% | $4,137-10.5% | $4,840-23.5% |
| Participant deferral / active EE | $6,442 | $6,4400% | $5,506+17.0% | $6,343+1.6% |
| Admin fee / account holder | $747 | $13,262-94.4% | $10,281-92.7% | $12,316-93.9% |