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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 | $110,337+36.5% | $102,383+47.1% | $145,877+3.2% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 13.86% | 24.83%-11.0pp | 24.94%-11.1pp | 551.28%-537.4pp |
| Employer contribution / active EE | $6,374 | $4,216+51.2% | $3,870+64.7% | $4,663+36.7% |
| Participant deferral / active EE | $15,235 | $5,621+171.1% | $5,060+201.1% | $6,691+127.7% |
| Admin fee / account holder | $452 | $9,750-95.4% | $8,391-94.6% | $13,402-96.6% |