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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 | $125,237+43.1% | $105,608+69.7% | $145,877+22.9% |
| Participation rate | 82.6% | 77.7%+5.0pp | 75.3%+7.3pp | 80.3%+2.3pp |
| Annual return | 15.81% | 225.76%-209.9pp | 116.50%-100.7pp | 551.28%-535.5pp |
| Employer contribution / active EE | $3,304 | $3,720-11.2% | $3,167+4.3% | $4,663-29.1% |
| Participant deferral / active EE | $8,807 | $5,711+54.2% | $5,010+75.8% | $6,691+31.6% |
| Admin fee / account holder | $790 | $17,287-95.4% | $11,028-92.8% | $13,402-94.1% |