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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 | $181,757 | $150,207+21.0% | $120,380+51.0% | $145,978+24.5% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 16.10% | 154.28%-138.2pp | 107.28%-91.2pp | 550.52%-534.4pp |
| Employer contribution / active EE | $3,233 | $4,351-25.7% | $3,465-6.7% | $4,662-30.6% |
| Participant deferral / active EE | $7,848 | $6,175+27.1% | $4,992+57.2% | $6,690+17.3% |
| Admin fee / account holder | $628 | $12,203-94.9% | $9,421-93.3% | $13,400-95.3% |