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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 | $173,719 | $114,119+52.2% | $107,187+62.1% | $138,895+25.1% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 79.9%+12.9pp |
| Annual return | 18.37% | 273.21%-254.8pp | 204.55%-186.2pp | 145.39%-127.0pp |
| Employer contribution / active EE | $3,435 | $4,059-15.4% | $3,782-9.2% | $4,194-18.1% |
| Participant deferral / active EE | $7,658 | $5,538+38.3% | $5,096+50.3% | $6,396+19.7% |
| Admin fee / account holder | $308 | $10,024-96.9% | $9,162-96.6% | $12,562-97.5% |