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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 | $179,320 | $144,130+24.4% | $117,860+52.1% | $147,585+21.5% |
| Participation rate | 86.7% | 83.4%+3.2pp | 79.7%+7.0pp | 82.8%+3.8pp |
| Annual return | 18.21% | 531.20%-513.0pp | 335.10%-316.9pp | 578.58%-560.4pp |
| Employer contribution / active EE | $1,111 | $4,897-77.3% | $3,786-70.6% | $4,876-77.2% |
| Participant deferral / active EE | $5,729 | $5,316+7.8% | $4,482+27.8% | $5,439+5.3% |
| Admin fee / account holder | $845 | $10,887-92.2% | $8,021-89.5% | $10,886-92.2% |