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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 | $143,831 | $110,278+30.4% | $95,740+50.2% | $139,466+3.1% |
| Participation rate | 94.1% | 75.7%+18.4pp | 72.3%+21.9pp | 80.3%+13.8pp |
| Annual return | 19.70% | 27.19%-7.5pp | 28.41%-8.7pp | 373.66%-354.0pp |
| Employer contribution / active EE | $2,961 | $3,260-9.2% | $2,836+4.4% | $4,754-37.7% |
| Participant deferral / active EE | $8,786 | $4,674+88.0% | $4,244+107.0% | $6,712+30.9% |
| Admin fee / account holder | $2,686 | $6,613-59.4% | $5,676-52.7% | $11,409-76.5% |