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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 | $145,228 | $117,895+23.2% | $102,460+41.7% | $145,897-0.5% |
| Participation rate | 81.3% | 78.6%+2.6pp | 76.5%+4.7pp | 80.3%+0.9pp |
| Annual return | 13.60% | 31.92%-18.3pp | 29.47%-15.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $9,407 | $3,619+159.9% | $3,025+211.0% | $4,663+101.8% |
| Participant deferral / active EE | $2,268 | $5,736-60.5% | $5,056-55.1% | $6,689-66.1% |
| Admin fee / account holder | $5,332 | $13,353-60.1% | $9,460-43.6% | $13,390-60.2% |