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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 | $158,181 | $81,664+93.7% | $70,476+124.4% | $158,966-0.5% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 11.18% | 208.59%-197.4pp | 109.12%-97.9pp | 302.95%-291.8pp |
| Employer contribution / active EE | $3,580 | $3,219+11.2% | $2,738+30.8% | $4,762-24.8% |
| Participant deferral / active EE | $9,985 | $4,556+119.2% | $3,710+169.1% | $5,983+66.9% |
| Admin fee / account holder | $10,939 | $6,197+76.5% | $3,847+184.4% | $11,250-2.8% |