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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 | $154,498 | $162,821-5.1% | $133,978+15.3% | $158,982-2.8% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 18.02% | 41.95%-23.9pp | 45.10%-27.1pp | 302.99%-285.0pp |
| Employer contribution / active EE | $3,308 | $4,976-33.5% | $3,919-15.6% | $4,763-30.5% |
| Participant deferral / active EE | $9,380 | $5,910+58.7% | $5,047+85.8% | $5,983+56.8% |
| Admin fee / account holder | $574 | $11,742-95.1% | $8,930-93.6% | $11,252-94.9% |