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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 | $144,942 | $167,483-13.5% | $115,752+25.2% | $147,586-1.8% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 82.8%+6.1pp |
| Annual return | 14.26% | 12.11%+2.1pp | 19.41%-5.2pp | 578.59%-564.3pp |
| Employer contribution / active EE | $3,572 | $4,960-28.0% | $3,492+2.3% | $4,876-26.7% |
| Participant deferral / active EE | $8,191 | $7,037+16.4% | $5,204+57.4% | $5,439+50.6% |
| Admin fee / account holder | $21,142 | $13,069+61.8% | $6,278+236.8% | $10,886+94.2% |