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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 | $168,923 | $110,379+53.0% | $102,412+64.9% | $145,884+15.8% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 9.44% | 24.84%-15.4pp | 24.94%-15.5pp | 551.85%-542.4pp |
| Employer contribution / active EE | $3,911 | $4,216-7.2% | $3,870+1.1% | $4,662-16.1% |
| Participant deferral / active EE | $5,617 | $5,622-0.1% | $5,060+11.0% | $6,690-16.0% |
| Admin fee / account holder | $4,455 | $9,745-54.3% | $8,388-46.9% | $13,392-66.7% |