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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 | $117,859+30.5% | $102,438+50.2% | $145,959+5.4% |
| Participation rate | 94.4% | 78.6%+15.8pp | 76.5%+17.9pp | 80.3%+14.2pp |
| Annual return | 11.56% | 31.72%-20.2pp | 29.37%-17.8pp | 561.95%-550.4pp |
| Employer contribution / active EE | $7,956 | $3,615+120.1% | $3,024+163.1% | $4,661+70.7% |
| Participant deferral / active EE | $13,714 | $5,732+139.3% | $5,054+171.4% | $6,689+105.0% |
| Admin fee / account holder | $12,677 | $13,318-4.8% | $9,448+34.2% | $13,398-5.4% |