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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 | $144,441 | $125,184+15.4% | $105,607+36.8% | $145,884-1.0% |
| Participation rate | 95.2% | 77.6%+17.6pp | 75.3%+20.0pp | 80.3%+14.9pp |
| Annual return | 12.20% | 225.00%-212.8pp | 116.11%-103.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $2,963 | $3,720-20.3% | $3,167-6.4% | $4,662-36.4% |
| Participant deferral / active EE | $6,877 | $5,714+20.4% | $5,011+37.2% | $6,690+2.8% |
| Admin fee / account holder | $526 | $17,133-96.9% | $10,958-95.2% | $13,392-96.1% |