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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 | $154,769 | $117,895+31.3% | $102,460+51.1% | $145,897+6.1% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 11.84% | 31.92%-20.1pp | 29.47%-17.6pp | 552.29%-540.5pp |
| Employer contribution / active EE | $1,465 | $3,619-59.5% | $3,025-51.6% | $4,663-68.6% |
| Participant deferral / active EE | $6,318 | $5,736+10.1% | $5,056+25.0% | $6,689-5.6% |
| Admin fee / account holder | $943 | $13,353-92.9% | $9,460-90.0% | $13,390-93.0% |