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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 | $172,196 | $183,516-6.2% | $155,534+10.7% | $145,884+18.0% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 9.58% | 61.43%-51.8pp | 64.92%-55.3pp | 551.85%-542.3pp |
| Employer contribution / active EE | $2,081 | $5,315-60.8% | $4,675-55.5% | $4,662-55.4% |
| Participant deferral / active EE | $4,398 | $6,467-32.0% | $5,630-21.9% | $6,690-34.3% |
| Admin fee / account holder | $27,991 | $19,293+45.1% | $15,900+76.0% | $13,392+109.0% |