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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 | $158,999 | $111,535+42.6% | $105,223+51.1% | $137,256+15.8% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.0%+14.4pp | 80.0%+9.5pp |
| Annual return | 17.89% | 237.85%-220.0pp | 180.65%-162.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $7,293 | $3,939+85.1% | $3,689+97.7% | $4,156+75.5% |
| Participant deferral / active EE | $9,602 | $5,500+74.6% | $5,072+89.3% | $6,407+49.9% |
| Admin fee / account holder | $7,474 | $9,721-23.1% | $8,859-15.6% | $12,270-39.1% |