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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 | $180,820 | $185,883-2.7% | $170,043+6.3% | $139,466+29.7% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 14.65% | 60.54%-45.9pp | 53.40%-38.8pp | 373.66%-359.0pp |
| Employer contribution / active EE | $5,415 | $7,596-28.7% | $6,790-20.2% | $4,754+13.9% |
| Participant deferral / active EE | $10,777 | $11,626-7.3% | $10,410+3.5% | $6,712+60.6% |
| Admin fee / account holder | $1,231 | $15,393-92.0% | $12,824-90.4% | $11,409-89.2% |