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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 | $156,932 | $124,346+26.2% | $111,306+41.0% | $167,553-6.3% |
| Participation rate | 95.7% | 79.6%+16.0pp | 77.3%+18.3pp | 82.1%+13.5pp |
| Annual return | 18.69% | 37.46%-18.8pp | 54.67%-36.0pp | 478.89%-460.2pp |
| Employer contribution / active EE | $2,894 | $3,438-15.8% | $2,732+5.9% | $4,840-40.2% |
| Participant deferral / active EE | $8,034 | $5,182+55.1% | $4,488+79.0% | $6,343+26.7% |
| Admin fee / account holder | $7,746 | $10,623-27.1% | $7,966-2.8% | $12,316-37.1% |