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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 | $145,461 | $117,895+23.4% | $102,460+42.0% | $145,897-0.3% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 20.24% | 31.92%-11.7pp | 29.47%-9.2pp | 552.29%-532.0pp |
| Employer contribution / active EE | $4,175 | $3,619+15.4% | $3,025+38.0% | $4,663-10.4% |
| Participant deferral / active EE | $9,153 | $5,736+59.6% | $5,056+81.0% | $6,689+36.8% |
| Admin fee / account holder | $888 | $13,353-93.3% | $9,460-90.6% | $13,390-93.4% |