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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 | $169,884 | $217,432-21.9% | $185,849-8.6% | $167,536+1.4% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 15.97% | 148.42%-132.4pp | 122.10%-106.1pp | 478.82%-462.8pp |
| Employer contribution / active EE | $4,877 | $5,875-17.0% | $5,169-5.6% | $4,839+0.8% |
| Participant deferral / active EE | $8,074 | $6,357+27.0% | $5,569+45.0% | $6,342+27.3% |
| Admin fee / account holder | $1,523 | $19,818-92.3% | $16,244-90.6% | $12,315-87.6% |