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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 | $171,742 | $162,821+5.5% | $133,978+28.2% | $158,982+8.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 13.86% | 41.95%-28.1pp | 45.10%-31.2pp | 302.99%-289.1pp |
| Employer contribution / active EE | $6,706 | $4,976+34.8% | $3,919+71.1% | $4,763+40.8% |
| Participant deferral / active EE | $5,428 | $5,910-8.2% | $5,047+7.5% | $5,983-9.3% |
| Admin fee / account holder | $936 | $11,742-92.0% | $8,930-89.5% | $11,252-91.7% |