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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 | $150,601 | $110,410+36.4% | $102,437+47.0% | $145,897+3.2% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 13.86% | 24.85%-11.0pp | 24.95%-11.1pp | 552.29%-538.4pp |
| Employer contribution / active EE | $6,374 | $4,217+51.1% | $3,871+64.7% | $4,663+36.7% |
| Participant deferral / active EE | $15,235 | $5,622+171.0% | $5,060+201.1% | $6,689+127.8% |
| Admin fee / account holder | $452 | $9,745-95.4% | $8,388-94.6% | $13,390-96.6% |