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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 | $153,826 | $117,829+30.5% | $102,423+50.2% | $145,877+5.4% |
| Participation rate | 94.4% | 78.6%+15.8pp | 76.5%+17.9pp | 80.3%+14.1pp |
| Annual return | 11.56% | 31.83%-20.3pp | 29.42%-17.9pp | 551.28%-539.7pp |
| Employer contribution / active EE | $7,956 | $3,615+120.1% | $3,023+163.2% | $4,663+70.6% |
| Participant deferral / active EE | $13,714 | $5,732+139.2% | $5,054+171.3% | $6,691+105.0% |
| Admin fee / account holder | $12,677 | $13,335-4.9% | $9,455+34.1% | $13,402-5.4% |