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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 | $171,335 | $157,829+8.6% | $136,867+25.2% | $198,609-13.7% |
| Participation rate | 94.4% | 77.2%+17.3pp | 74.5%+19.9pp | 82.4%+12.1pp |
| Annual return | 18.05% | 51.25%-33.2pp | 42.97%-24.9pp | 202.70%-184.6pp |
| Employer contribution / active EE | $10,528 | $3,923+168.4% | $3,547+196.8% | $5,055+108.3% |
| Participant deferral / active EE | $13,129 | $5,463+140.3% | $4,924+166.7% | $6,977+88.2% |
| Admin fee / account holder | $1,304 | $11,107-88.3% | $10,340-87.4% | $19,030-93.1% |