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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 | $174,845 | $125,184+39.7% | $105,607+65.6% | $145,884+19.9% |
| Participation rate | 93.8% | 77.6%+16.1pp | 75.3%+18.5pp | 80.3%+13.4pp |
| Annual return | 11.77% | 225.00%-213.2pp | 116.11%-104.3pp | 551.85%-540.1pp |
| Employer contribution / active EE | $3,539 | $3,720-4.9% | $3,167+11.7% | $4,662-24.1% |
| Participant deferral / active EE | $5,607 | $5,714-1.9% | $5,011+11.9% | $6,690-16.2% |
| Admin fee / account holder | $841 | $17,133-95.1% | $10,958-92.3% | $13,392-93.7% |