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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 | $148,222 | $114,013+30.0% | $103,693+42.9% | $155,188-4.5% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 80.8%+6.7pp |
| Annual return | 12.16% | 49.31%-37.2pp | 47.61%-35.5pp | 148.84%-136.7pp |
| Employer contribution / active EE | $13,234 | $3,131+322.7% | $2,920+353.2% | $4,248+211.6% |
| Participant deferral / active EE | $4,802 | $4,970-3.4% | $4,579+4.9% | $6,531-26.5% |
| Admin fee / account holder | $563 | $8,407-93.3% | $7,858-92.8% | $14,480-96.1% |