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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 | $166,855 | $155,833+7.1% | $124,693+33.8% | $167,536-0.4% |
| Participation rate | 92.3% | 81.1%+11.2pp | 74.6%+17.7pp | 82.1%+10.2pp |
| Annual return | 16.57% | 17.98%-1.4pp | 5144.19%-5127.6pp | 478.82%-462.2pp |
| Employer contribution / active EE | $4,175 | $4,164+0.3% | $3,324+25.6% | $4,839-13.7% |
| Participant deferral / active EE | $10,553 | $5,675+86.0% | $4,615+128.7% | $6,342+66.4% |
| Admin fee / account holder | $727 | $9,534-92.4% | $7,494-90.3% | $12,315-94.1% |