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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 | $162,133 | $176,786-8.3% | $146,643+10.6% | $167,536-3.2% |
| Participation rate | 92.9% | 83.6%+9.2pp | 80.1%+12.8pp | 82.1%+10.7pp |
| Annual return | 17.51% | 24.04%-6.5pp | 22.75%-5.2pp | 478.82%-461.3pp |
| Employer contribution / active EE | $15,266 | $5,161+195.8% | $4,137+269.0% | $4,839+215.5% |
| Participant deferral / active EE | $11,815 | $6,440+83.5% | $5,506+114.6% | $6,342+86.3% |
| Admin fee / account holder | $4,034 | $13,262-69.6% | $10,280-60.8% | $12,315-67.2% |