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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 | $187,333 | $117,846+59.0% | $102,434+82.9% | $145,884+28.4% |
| Participation rate | 95.2% | 78.6%+16.6pp | 76.5%+18.7pp | 80.3%+14.9pp |
| Annual return | 13.21% | 31.90%-18.7pp | 29.46%-16.2pp | 551.85%-538.6pp |
| Employer contribution / active EE | $3,577 | $3,615-1.0% | $3,023+18.3% | $4,662-23.3% |
| Participant deferral / active EE | $7,896 | $5,733+37.7% | $5,055+56.2% | $6,690+18.0% |
| Admin fee / account holder | $932 | $13,356-93.0% | $9,462-90.2% | $13,392-93.0% |