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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 | $142,272 | $114,013+24.8% | $103,693+37.2% | $155,188-8.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 16.50% | 49.31%-32.8pp | 47.61%-31.1pp | 148.84%-132.3pp |
| Employer contribution / active EE | $316 | $3,131-89.9% | $2,920-89.2% | $4,248-92.6% |
| Participant deferral / active EE | $5,682 | $4,970+14.3% | $4,579+24.1% | $6,531-13.0% |
| Admin fee / account holder | $17,831 | $8,407+112.1% | $7,858+126.9% | $14,480+23.1% |