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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 | $157,050 | $110,410+42.2% | $102,437+53.3% | $145,897+7.6% |
| Participation rate | 86.4% | 77.9%+8.4pp | 74.5%+11.9pp | 80.3%+6.1pp |
| Annual return | 17.21% | 24.85%-7.6pp | 24.95%-7.7pp | 552.29%-535.1pp |
| Employer contribution / active EE | $3,012 | $4,217-28.6% | $3,871-22.2% | $4,663-35.4% |
| Participant deferral / active EE | $9,755 | $5,622+73.5% | $5,060+92.8% | $6,689+45.8% |
| Admin fee / account holder | $1,542 | $9,745-84.2% | $8,388-81.6% | $13,390-88.5% |