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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 | $171,949 | $114,013+50.8% | $103,693+65.8% | $155,188+10.8% |
| Participation rate | 94.4% | 75.2%+19.2pp | 72.6%+21.8pp | 80.8%+13.6pp |
| Annual return | 12.60% | 49.31%-36.7pp | 47.61%-35.0pp | 148.84%-136.2pp |
| Employer contribution / active EE | $2,620 | $3,131-16.3% | $2,920-10.3% | $4,248-38.3% |
| Participant deferral / active EE | $7,316 | $4,970+47.2% | $4,579+59.8% | $6,531+12.0% |
| Admin fee / account holder | $18,035 | $8,407+114.5% | $7,858+129.5% | $14,480+24.6% |