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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 | $180,112 | $183,539-1.9% | $155,556+15.8% | $145,897+23.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.36% | 61.31%-50.9pp | 64.84%-54.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $3,688 | $5,315-30.6% | $4,675-21.1% | $4,663-20.9% |
| Participant deferral / active EE | $10,145 | $6,467+56.9% | $5,631+80.2% | $6,689+51.7% |
| Admin fee / account holder | $1,527 | $19,275-92.1% | $15,885-90.4% | $13,390-88.6% |