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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 | $179,372 | $117,895+52.1% | $102,460+75.1% | $145,897+22.9% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 14.27% | 31.92%-17.7pp | 29.47%-15.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $4,086 | $3,619+12.9% | $3,025+35.1% | $4,663-12.4% |
| Participant deferral / active EE | $16,599 | $5,736+189.4% | $5,056+228.3% | $6,689+148.1% |
| Admin fee / account holder | $19,106 | $13,353+43.1% | $9,460+102.0% | $13,390+42.7% |