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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 | $174,750 | $117,846+48.3% | $102,434+70.6% | $145,884+19.8% |
| Participation rate | 82.4% | 78.6%+3.7pp | 76.5%+5.8pp | 80.3%+2.1pp |
| Annual return | 15.38% | 31.90%-16.5pp | 29.46%-14.1pp | 551.85%-536.5pp |
| Employer contribution / active EE | $3,948 | $3,615+9.2% | $3,023+30.6% | $4,662-15.3% |
| Participant deferral / active EE | $9,610 | $5,733+67.6% | $5,055+90.1% | $6,690+43.7% |
| Admin fee / account holder | $41,461 | $13,356+210.4% | $9,462+338.2% | $13,392+209.6% |