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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 | $117,895+30.5% | $102,460+50.1% | $145,897+5.4% |
| Participation rate | 94.4% | 78.6%+15.8pp | 76.5%+17.9pp | 80.3%+14.1pp |
| Annual return | 11.56% | 31.92%-20.4pp | 29.47%-17.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $7,956 | $3,619+119.9% | $3,025+163.0% | $4,663+70.6% |
| Participant deferral / active EE | $13,714 | $5,736+139.1% | $5,056+171.2% | $6,689+105.0% |
| Admin fee / account holder | $12,677 | $13,353-5.1% | $9,460+34.0% | $13,390-5.3% |