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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 | $174,670 | $154,193+13.3% | $130,045+34.3% | $139,466+25.2% |
| Participation rate | 93.8% | 82.0%+11.8pp | 78.5%+15.2pp | 80.3%+13.4pp |
| Annual return | 17.34% | 32.51%-15.2pp | -137.30%+154.6pp | 373.66%-356.3pp |
| Employer contribution / active EE | $9,379 | $5,292+77.2% | $4,321+117.1% | $4,754+97.3% |
| Participant deferral / active EE | $5,541 | $6,709-17.4% | $5,820-4.8% | $6,712-17.5% |
| Admin fee / account holder | $1,599 | $13,989-88.6% | $10,600-84.9% | $11,409-86.0% |