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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 | $147,356 | $142,430+3.5% | $115,170+27.9% | $152,897-3.6% |
| Participation rate | 76.5% | 82.4%-5.9pp | 75.9%+0.6pp | 82.5%-6.0pp |
| Annual return | 15.97% | 41.48%-25.5pp | 35.60%-19.6pp | 345.43%-329.5pp |
| Employer contribution / active EE | $5,740 | $4,011+43.1% | $3,179+80.6% | $4,764+20.5% |
| Participant deferral / active EE | $4,706 | $5,165-8.9% | $4,169+12.9% | $5,851-19.6% |
| Admin fee / account holder | $7,244 | $8,464-14.4% | $7,089+2.2% | $11,599-37.6% |