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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 | $185,052 | $171,492+7.9% | $150,734+22.8% | $198,609-6.8% |
| Participation rate | 88.9% | 81.4%+7.5pp | 78.4%+10.4pp | 82.4%+6.5pp |
| Annual return | 11.12% | 804.70%-793.6pp | 600.81%-589.7pp | 202.70%-191.6pp |
| Employer contribution / active EE | $1,901 | $5,470-65.2% | $4,918-61.3% | $5,055-62.4% |
| Participant deferral / active EE | $3,362 | $6,259-46.3% | $5,610-40.1% | $6,977-51.8% |
| Admin fee / account holder | $8,338 | $17,628-52.7% | $14,905-44.1% | $19,030-56.2% |