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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 | $179,359 | $126,519+41.8% | $106,201+68.9% | $145,959+22.9% |
| Participation rate | 85.7% | 77.7%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 13.99% | 225.10%-211.1pp | 116.26%-102.3pp | 561.95%-548.0pp |
| Employer contribution / active EE | $5,218 | $3,726+40.0% | $3,170+64.6% | $4,661+11.9% |
| Participant deferral / active EE | $6,865 | $5,716+20.1% | $5,012+37.0% | $6,689+2.6% |
| Admin fee / account holder | $1,292 | $17,312-92.5% | $11,039-88.3% | $13,398-90.4% |