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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 | $148,388 | $202,440-26.7% | $169,390-12.4% | $139,466+6.4% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.2%+8.5pp | 80.3%+5.4pp |
| Annual return | 21.30% | 532.36%-511.1pp | 406.07%-384.8pp | 373.66%-352.4pp |
| Employer contribution / active EE | $2,292 | $4,693-51.2% | $4,013-42.9% | $4,754-51.8% |
| Participant deferral / active EE | $12,239 | $6,940+76.4% | $6,222+96.7% | $6,712+82.3% |
| Admin fee / account holder | $833 | $10,722-92.2% | $9,015-90.8% | $11,409-92.7% |