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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 | $140,325 | $108,942+28.8% | $100,415+39.7% | $145,897-3.8% |
| Participation rate | 85.7% | 83.0%+2.7pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 11.67% | 58.27%-46.6pp | 49.47%-37.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $1,622 | $4,422-63.3% | $3,943-58.9% | $4,663-65.2% |
| Participant deferral / active EE | $9,194 | $8,461+8.7% | $8,091+13.6% | $6,689+37.4% |
| Admin fee / account holder | $1,166 | $9,702-88.0% | $7,906-85.3% | $13,390-91.3% |