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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 | $167,755 | $232,540-27.9% | $185,117-9.4% | $147,586+13.7% |
| Participation rate | 86.7% | 82.4%+4.3pp | 77.3%+9.4pp | 82.8%+3.8pp |
| Annual return | 9.74% | 43.03%-33.3pp | 40.50%-30.8pp | 578.59%-568.9pp |
| Employer contribution / active EE | $1,856 | $5,195-64.3% | $4,182-55.6% | $4,876-61.9% |
| Participant deferral / active EE | $5,491 | $5,834-5.9% | $5,045+8.8% | $5,439+1.0% |
| Admin fee / account holder | $2,589 | $10,275-74.8% | $8,159-68.3% | $10,886-76.2% |