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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 | $174,720 | $211,239-17.3% | $178,528-2.1% | $145,877+19.8% |
| Participation rate | 90.9% | 80.8%+10.1pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 16.02% | 30.22%-14.2pp | 27.11%-11.1pp | 551.28%-535.3pp |
| Employer contribution / active EE | $2,820 | $4,570-38.3% | $3,950-28.6% | $4,663-39.5% |
| Participant deferral / active EE | $14,345 | $6,963+106.0% | $6,278+128.5% | $6,691+114.4% |
| Admin fee / account holder | $21,776 | $12,095+80.1% | $10,419+109.0% | $13,402+62.5% |