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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 | $157,566 | $183,592-14.2% | $155,574+1.3% | $145,877+8.0% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 9.87% | 61.37%-51.5pp | 64.87%-55.0pp | 551.28%-541.4pp |
| Employer contribution / active EE | $8,680 | $5,317+63.3% | $4,676+85.6% | $4,663+86.2% |
| Participant deferral / active EE | $5,826 | $6,466-9.9% | $5,629+3.5% | $6,691-12.9% |
| Admin fee / account holder | $4,546 | $19,316-76.5% | $15,914-71.4% | $13,402-66.1% |