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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 | $125,193+15.4% | $105,591+36.8% | $145,978-1.1% |
| Participation rate | 95.2% | 77.6%+17.6pp | 75.3%+20.0pp | 80.3%+14.9pp |
| Annual return | 12.20% | 225.53%-213.3pp | 116.43%-104.2pp | 550.52%-538.3pp |
| Employer contribution / active EE | $2,963 | $3,718-20.3% | $3,166-6.4% | $4,662-36.4% |
| Participant deferral / active EE | $6,877 | $5,708+20.5% | $5,008+37.3% | $6,690+2.8% |
| Admin fee / account holder | $526 | $17,277-97.0% | $11,024-95.2% | $13,400-96.1% |