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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 | $189,504 | $117,895+60.7% | $102,460+85.0% | $145,897+29.9% |
| Participation rate | 94.4% | 78.6%+15.8pp | 76.5%+17.9pp | 80.3%+14.1pp |
| Annual return | 11.15% | 31.92%-20.8pp | 29.47%-18.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $3,446 | $3,619-4.8% | $3,025+13.9% | $4,663-26.1% |
| Participant deferral / active EE | $7,245 | $5,736+26.3% | $5,056+43.3% | $6,689+8.3% |
| Admin fee / account holder | $704 | $13,353-94.7% | $9,460-92.6% | $13,390-94.7% |