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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 | $170,111 | $126,519+34.5% | $106,201+60.2% | $145,959+16.5% |
| Participation rate | 95.8% | 77.7%+18.2pp | 75.3%+20.5pp | 80.3%+15.5pp |
| Annual return | 14.02% | 225.10%-211.1pp | 116.26%-102.2pp | 561.95%-547.9pp |
| Employer contribution / active EE | $2,546 | $3,726-31.7% | $3,170-19.7% | $4,661-45.4% |
| Participant deferral / active EE | $3,944 | $5,716-31.0% | $5,012-21.3% | $6,689-41.0% |
| Admin fee / account holder | $876 | $17,312-94.9% | $11,039-92.1% | $13,398-93.5% |