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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 | $148,015 | $156,616-5.5% | $133,346+11.0% | $198,609-25.5% |
| Participation rate | 82.4% | 77.7%+4.6pp | 72.8%+9.5pp | 82.4%0pp |
| Annual return | 12.47% | 44.25%-31.8pp | 36.85%-24.4pp | 202.70%-190.2pp |
| Employer contribution / active EE | $2,335 | $3,368-30.7% | $2,853-18.2% | $5,055-53.8% |
| Participant deferral / active EE | $5,238 | $4,920+6.5% | $4,332+20.9% | $6,977-24.9% |
| Admin fee / account holder | $9,224 | $17,468-47.2% | $14,264-35.3% | $19,030-51.5% |