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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 | $172,695 | $100,262+72.2% | $81,370+112.2% | $145,897+18.4% |
| Participation rate | 90.9% | 74.3%+16.6pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 9.27% | 34.52%-25.3pp | 24.85%-15.6pp | 552.29%-543.0pp |
| Employer contribution / active EE | $2,540 | $2,979-14.7% | $2,464+3.1% | $4,663-45.5% |
| Participant deferral / active EE | $5,360 | $4,612+16.2% | $3,885+38.0% | $6,689-19.9% |
| Admin fee / account holder | $5,013 | $8,163-38.6% | $5,749-12.8% | $13,390-62.6% |