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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 | $146,145 | $148,623-1.7% | $135,974+7.5% | $139,466+4.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 16.73% | 79.30%-62.6pp | 68.30%-51.6pp | 373.66%-356.9pp |
| Employer contribution / active EE | $8,581 | $5,246+63.6% | $4,859+76.6% | $4,754+80.5% |
| Participant deferral / active EE | $4,582 | $8,103-43.4% | $7,760-40.9% | $6,712-31.7% |
| Admin fee / account holder | $3,961 | $12,406-68.1% | $10,767-63.2% | $11,409-65.3% |