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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 | $147,457 | $117,829+25.1% | $102,423+44.0% | $145,877+1.1% |
| Participation rate | 84.2% | 78.6%+5.6pp | 76.5%+7.7pp | 80.3%+3.9pp |
| Annual return | 11.71% | 31.83%-20.1pp | 29.42%-17.7pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,183 | $3,615-39.6% | $3,023-27.8% | $4,663-53.2% |
| Participant deferral / active EE | $6,690 | $5,732+16.7% | $5,054+32.4% | $6,6910% |
| Admin fee / account holder | $4,266 | $13,335-68.0% | $9,455-54.9% | $13,402-68.2% |