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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 | $164,340 | $127,790+28.6% | $106,555+54.2% | $167,536-1.9% |
| Participation rate | 85.7% | 78.3%+7.4pp | 76.1%+9.6pp | 82.1%+3.6pp |
| Annual return | 13.33% | 33.88%-20.5pp | 26.80%-13.5pp | 478.82%-465.5pp |
| Employer contribution / active EE | $2,529 | $3,428-26.2% | $2,819-10.3% | $4,839-47.7% |
| Participant deferral / active EE | $9,658 | $5,088+89.8% | $4,399+119.6% | $6,342+52.3% |
| Admin fee / account holder | $1,046 | $11,229-90.7% | $7,408-85.9% | $12,315-91.5% |