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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 | $185,372 | $201,370-7.9% | $184,256+0.6% | $145,897+27.1% |
| Participation rate | 95.8% | 87.5%+8.3pp | 86.8%+9.0pp | 80.3%+15.5pp |
| Annual return | 11.38% | 29.05%-17.7pp | 28.85%-17.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $5,301 | $7,024-24.5% | $6,427-17.5% | $4,663+13.7% |
| Participant deferral / active EE | $10,640 | $9,808+8.5% | $9,133+16.5% | $6,689+59.1% |
| Admin fee / account holder | $2,395 | $16,364-85.4% | $13,899-82.8% | $13,390-82.1% |