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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 | $183,603 | $129,737+41.5% | $119,126+54.1% | $154,746+18.6% |
| Participation rate | 92.9% | 78.9%+14.0pp | 75.8%+17.1pp | 80.7%+12.2pp |
| Annual return | 17.68% | 379.08%-361.4pp | 282.11%-264.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,532 | $4,375-65.0% | $4,034-62.0% | $4,379-65.0% |
| Participant deferral / active EE | $6,277 | $5,842+7.5% | $5,318+18.0% | $6,730-6.7% |
| Admin fee / account holder | $1,788 | $11,961-85.1% | $10,693-83.3% | $14,365-87.6% |