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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 | $174,335 | $117,846+47.9% | $102,434+70.2% | $145,884+19.5% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 18.82% | 31.90%-13.1pp | 29.46%-10.6pp | 551.85%-533.0pp |
| Employer contribution / active EE | $3,519 | $3,615-2.6% | $3,023+16.4% | $4,662-24.5% |
| Participant deferral / active EE | $10,468 | $5,733+82.6% | $5,055+107.1% | $6,690+56.5% |
| Admin fee / account holder | $2,084 | $13,356-84.4% | $9,462-78.0% | $13,392-84.4% |