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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 | $178,412 | $175,231+1.8% | $149,696+19.2% | $139,466+27.9% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 14.51% | 166.77%-152.3pp | 134.46%-120.0pp | 373.66%-359.2pp |
| Employer contribution / active EE | $1,116 | $5,478-79.6% | $4,821-76.9% | $4,754-76.5% |
| Participant deferral / active EE | $5,534 | $6,521-15.1% | $5,682-2.6% | $6,712-17.5% |
| Admin fee / account holder | $1,889 | $16,155-88.3% | $13,212-85.7% | $11,409-83.4% |