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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 | $124,980+43.3% | $108,359+65.3% | $154,746+15.7% |
| Participation rate | 95.2% | 75.2%+20.1pp | 70.1%+25.1pp | 80.7%+14.5pp |
| Annual return | 13.38% | 45.00%-31.6pp | 36.89%-23.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $3,977 | $2,851+39.5% | $2,399+65.8% | $4,379-9.2% |
| Participant deferral / active EE | $11,158 | $4,743+135.3% | $4,137+169.7% | $6,730+65.8% |
| Admin fee / account holder | $6,572 | $11,502-42.9% | $9,741-32.5% | $14,365-54.3% |