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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 | $179,265 | $125,190+43.2% | $105,624+69.7% | $145,897+22.9% |
| Participation rate | 82.6% | 77.6%+5.0pp | 75.3%+7.3pp | 80.3%+2.3pp |
| Annual return | 15.81% | 225.22%-209.4pp | 116.20%-100.4pp | 552.29%-536.5pp |
| Employer contribution / active EE | $3,304 | $3,720-11.2% | $3,168+4.3% | $4,663-29.1% |
| Participant deferral / active EE | $8,807 | $5,716+54.1% | $5,013+75.7% | $6,689+31.7% |
| Admin fee / account holder | $790 | $17,138-95.4% | $10,961-92.8% | $13,390-94.1% |