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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 | $149,200 | $114,119+30.7% | $107,187+39.2% | $138,895+7.4% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 79.9%+11.0pp |
| Annual return | 16.79% | 273.21%-256.4pp | 204.55%-187.8pp | 145.39%-128.6pp |
| Employer contribution / active EE | $5,644 | $4,059+39.1% | $3,782+49.2% | $4,194+34.6% |
| Participant deferral / active EE | $5,865 | $5,538+5.9% | $5,096+15.1% | $6,396-8.3% |
| Admin fee / account holder | $2,166 | $10,024-78.4% | $9,162-76.4% | $12,562-82.8% |