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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 | $114,119+39.3% | $107,187+48.3% | $138,895+14.5% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.0%+14.5pp | 79.9%+9.6pp |
| Annual return | 17.89% | 273.21%-255.3pp | 204.55%-186.7pp | 145.39%-127.5pp |
| Employer contribution / active EE | $7,293 | $4,059+79.7% | $3,782+92.8% | $4,194+73.9% |
| Participant deferral / active EE | $9,602 | $5,538+73.4% | $5,096+88.4% | $6,396+50.1% |
| Admin fee / account holder | $7,474 | $10,024-25.4% | $9,162-18.4% | $12,562-40.5% |