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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 | $117,859+23.4% | $102,438+42.0% | $145,959-0.3% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 20.24% | 31.72%-11.5pp | 29.37%-9.1pp | 561.95%-541.7pp |
| Employer contribution / active EE | $4,175 | $3,615+15.5% | $3,024+38.1% | $4,661-10.4% |
| Participant deferral / active EE | $9,153 | $5,732+59.7% | $5,054+81.1% | $6,689+36.8% |
| Admin fee / account holder | $888 | $13,318-93.3% | $9,448-90.6% | $13,398-93.4% |