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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 | $145,554 | $157,296-7.5% | $141,191+3.1% | $152,897-4.8% |
| Participation rate | 88.2% | 84.8%+3.4pp | 82.5%+5.8pp | 82.5%+5.8pp |
| Annual return | 20.39% | 64.34%-44.0pp | 71.41%-51.0pp | 345.43%-325.0pp |
| Employer contribution / active EE | $2,294 | $5,262-56.4% | $4,736-51.6% | $4,764-51.9% |
| Participant deferral / active EE | $3,330 | $7,111-53.2% | $6,710-50.4% | $5,851-43.1% |
| Admin fee / account holder | $7,396 | $12,125-39.0% | $10,264-27.9% | $11,599-36.2% |