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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 | $141,984 | $117,846+20.5% | $102,434+38.6% | $145,884-2.7% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 16.66% | 31.90%-15.2pp | 29.46%-12.8pp | 551.85%-535.2pp |
| Employer contribution / active EE | $2,727 | $3,615-24.6% | $3,023-9.8% | $4,662-41.5% |
| Participant deferral / active EE | $8,042 | $5,733+40.3% | $5,055+59.1% | $6,690+20.2% |
| Admin fee / account holder | $1,091 | $13,356-91.8% | $9,462-88.5% | $13,392-91.9% |