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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 | $168,817 | $142,430+18.5% | $115,170+46.6% | $152,897+10.4% |
| Participation rate | 92.9% | 82.4%+10.5pp | 75.9%+16.9pp | 82.5%+10.4pp |
| Annual return | 9.90% | 41.48%-31.6pp | 35.60%-25.7pp | 345.43%-335.5pp |
| Employer contribution / active EE | $4,119 | $4,011+2.7% | $3,179+29.6% | $4,764-13.5% |
| Participant deferral / active EE | $10,836 | $5,165+109.8% | $4,169+159.9% | $5,851+85.2% |
| Admin fee / account holder | $3,674 | $8,464-56.6% | $7,089-48.2% | $11,599-68.3% |