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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 | $163,910 | $129,737+26.3% | $119,126+37.6% | $154,746+5.9% |
| Participation rate | 91.7% | 78.9%+12.8pp | 75.8%+15.9pp | 80.7%+11.0pp |
| Annual return | 16.01% | 379.08%-363.1pp | 282.11%-266.1pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,868 | $4,375-34.4% | $4,034-28.9% | $4,379-34.5% |
| Participant deferral / active EE | $7,099 | $5,842+21.5% | $5,318+33.5% | $6,730+5.5% |
| Admin fee / account holder | $27,360 | $11,961+128.7% | $10,693+155.9% | $14,365+90.5% |