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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 | $180,886 | $210,698-14.1% | $178,014+1.6% | $145,959+23.9% |
| Participation rate | 95.7% | 80.8%+14.9pp | 77.1%+18.6pp | 80.3%+15.4pp |
| Annual return | 11.60% | 386.27%-374.7pp | 294.80%-283.2pp | 561.95%-550.3pp |
| Employer contribution / active EE | $3,950 | $4,567-13.5% | $3,9500% | $4,661-15.3% |
| Participant deferral / active EE | $8,324 | $6,958+19.6% | $6,276+32.6% | $6,689+24.4% |
| Admin fee / account holder | $7,237 | $12,016-39.8% | $10,362-30.2% | $13,398-46.0% |