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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 | $154,111 | $127,790+20.6% | $106,554+44.6% | $167,553-8.0% |
| Participation rate | 94.7% | 78.3%+16.5pp | 76.1%+18.6pp | 82.1%+12.6pp |
| Annual return | 10.24% | 33.88%-23.6pp | 26.80%-16.6pp | 478.89%-468.6pp |
| Employer contribution / active EE | $5,890 | $3,427+71.8% | $2,819+108.9% | $4,840+21.7% |
| Participant deferral / active EE | $5,558 | $5,088+9.2% | $4,398+26.4% | $6,343-12.4% |
| Admin fee / account holder | $575 | $11,231-94.9% | $7,408-92.2% | $12,316-95.3% |