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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 | $155,531 | $127,790+21.7% | $106,555+46.0% | $167,536-7.2% |
| Participation rate | 71.4% | 78.3%-6.8pp | 76.1%-4.7pp | 82.1%-10.7pp |
| Annual return | 10.48% | 33.88%-23.4pp | 26.80%-16.3pp | 478.82%-468.3pp |
| Employer contribution / active EE | $3,520 | $3,428+2.7% | $2,819+24.9% | $4,839-27.2% |
| Participant deferral / active EE | $7,672 | $5,088+50.8% | $4,399+74.4% | $6,342+21.0% |
| Admin fee / account holder | $5,791 | $11,229-48.4% | $7,408-21.8% | $12,315-53.0% |