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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 | $147,529 | $125,184+17.9% | $105,607+39.7% | $145,884+1.1% |
| Participation rate | 88.9% | 77.6%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 13.78% | 225.00%-211.2pp | 116.11%-102.3pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,147 | $3,720-69.2% | $3,167-63.8% | $4,662-75.4% |
| Participant deferral / active EE | $4,510 | $5,714-21.1% | $5,011-10.0% | $6,690-32.6% |
| Admin fee / account holder | $2,342 | $17,133-86.3% | $10,958-78.6% | $13,392-82.5% |