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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 | $108,922+28.8% | $100,398+39.8% | $145,978-3.9% |
| Participation rate | 85.7% | 83.0%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 11.67% | 58.04%-46.4pp | 49.32%-37.6pp | 550.52%-538.8pp |
| Employer contribution / active EE | $1,622 | $4,426-63.4% | $3,946-58.9% | $4,662-65.2% |
| Participant deferral / active EE | $9,194 | $8,450+8.8% | $8,084+13.7% | $6,690+37.4% |
| Admin fee / account holder | $1,166 | $9,680-88.0% | $7,893-85.2% | $13,400-91.3% |