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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 | $201,344-7.9% | $184,243+0.6% | $145,877+27.1% |
| Participation rate | 95.8% | 87.5%+8.3pp | 86.8%+9.0pp | 80.3%+15.5pp |
| Annual return | 11.38% | 29.01%-17.6pp | 28.82%-17.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $5,301 | $7,022-24.5% | $6,427-17.5% | $4,663+13.7% |
| Participant deferral / active EE | $10,640 | $9,807+8.5% | $9,132+16.5% | $6,691+59.0% |
| Admin fee / account holder | $2,395 | $16,382-85.4% | $13,914-82.8% | $13,402-82.1% |