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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 | $157,645 | $232,540-32.2% | $185,117-14.8% | $147,586+6.8% |
| Participation rate | 90.5% | 82.4%+8.1pp | 77.3%+13.2pp | 82.8%+7.6pp |
| Annual return | 15.28% | 43.03%-27.8pp | 40.50%-25.2pp | 578.59%-563.3pp |
| Employer contribution / active EE | $2,786 | $5,195-46.4% | $4,182-33.4% | $4,876-42.9% |
| Participant deferral / active EE | $8,679 | $5,834+48.8% | $5,045+72.0% | $5,439+59.6% |
| Admin fee / account holder | $1,006 | $10,275-90.2% | $8,159-87.7% | $10,886-90.8% |