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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 | $155,176 | $125,190+24.0% | $105,624+46.9% | $145,897+6.4% |
| Participation rate | 81.3% | 77.6%+3.6pp | 75.3%+6.0pp | 80.3%+0.9pp |
| Annual return | 13.17% | 225.22%-212.0pp | 116.20%-103.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $2,607 | $3,720-29.9% | $3,168-17.7% | $4,663-44.1% |
| Participant deferral / active EE | $8,821 | $5,716+54.3% | $5,013+76.0% | $6,689+31.9% |
| Admin fee / account holder | $4,750 | $17,138-72.3% | $10,961-56.7% | $13,390-64.5% |