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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 | $179,110 | $156,616+14.4% | $133,346+34.3% | $198,609-9.8% |
| Participation rate | 95.2% | 77.7%+17.5pp | 72.8%+22.4pp | 82.4%+12.9pp |
| Annual return | 13.38% | 44.25%-30.9pp | 36.85%-23.5pp | 202.70%-189.3pp |
| Employer contribution / active EE | $3,977 | $3,368+18.1% | $2,853+39.4% | $5,055-21.3% |
| Participant deferral / active EE | $11,158 | $4,920+126.8% | $4,332+157.6% | $6,977+59.9% |
| Admin fee / account holder | $6,572 | $17,468-62.4% | $14,264-53.9% | $19,030-65.5% |