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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 | $181,385 | $157,829+14.9% | $136,867+32.5% | $198,609-8.7% |
| Participation rate | 94.4% | 77.2%+17.3pp | 74.5%+19.9pp | 82.4%+12.1pp |
| Annual return | 15.93% | 51.25%-35.3pp | 42.97%-27.0pp | 202.70%-186.8pp |
| Employer contribution / active EE | $14,039 | $3,923+257.9% | $3,547+295.8% | $5,055+177.7% |
| Participant deferral / active EE | $6,571 | $5,463+20.3% | $4,924+33.5% | $6,977-5.8% |
| Admin fee / account holder | $9,481 | $11,107-14.6% | $10,340-8.3% | $19,030-50.2% |