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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 | $170,084 | $137,414+23.8% | $189,537-10.3% | $85,847+98.1% |
| Participation rate | 93.1% | 84.6%+8.5pp | 87.8%+5.3pp | 69.3%+23.8pp |
| Annual return | 17.69% | 38.14%-20.4pp | 555.34%-537.6pp | 318.61%-300.9pp |
| Employer contribution / active EE | $5,368 | $4,344+23.6% | $6,161-12.9% | $2,565+109.2% |
| Participant deferral / active EE | $12,109 | $6,260+93.4% | $8,220+47.3% | $3,952+206.4% |
| Admin fee / account holder | $6,238 | $8,630-27.7% | $12,048-48.2% | $6,261-0.4% |