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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 | $153,597 | $217,432-29.4% | $185,849-17.4% | $167,536-8.3% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 14.25% | 148.42%-134.2pp | 122.10%-107.8pp | 478.82%-464.6pp |
| Employer contribution / active EE | $1,700 | $5,875-71.1% | $5,169-67.1% | $4,839-64.9% |
| Participant deferral / active EE | $6,798 | $6,357+6.9% | $5,569+22.1% | $6,342+7.2% |
| Admin fee / account holder | $4,250 | $19,818-78.6% | $16,244-73.8% | $12,315-65.5% |