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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 | $168,156 | $129,737+29.6% | $119,126+41.2% | $154,746+8.7% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 15.35% | 379.08%-363.7pp | 282.11%-266.8pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,728 | $4,375-37.6% | $4,034-32.4% | $4,379-37.7% |
| Participant deferral / active EE | $14,416 | $5,842+146.8% | $5,318+171.1% | $6,730+114.2% |
| Admin fee / account holder | $1,544 | $11,961-87.1% | $10,693-85.6% | $14,365-89.2% |