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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 | $140,430 | $185,905-24.5% | $170,057-17.4% | $139,487+0.7% |
| Participation rate | 91.7% | 87.8%+3.9pp | 87.0%+4.7pp | 80.3%+11.3pp |
| Annual return | 17.45% | 60.56%-43.1pp | 53.42%-36.0pp | 373.84%-356.4pp |
| Employer contribution / active EE | $5,376 | $7,597-29.2% | $6,790-20.8% | $4,755+13.1% |
| Participant deferral / active EE | $8,622 | $11,627-25.8% | $10,411-17.2% | $6,713+28.4% |
| Admin fee / account holder | $795 | $15,397-94.8% | $12,826-93.8% | $11,407-93.0% |