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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 | $142,971 | $118,877+20.3% | $96,570+48.0% | $167,536-14.7% |
| Participation rate | 94.7% | 75.5%+19.2pp | 69.8%+24.9pp | 82.1%+12.6pp |
| Annual return | 14.09% | 50.50%-36.4pp | 37.79%-23.7pp | 478.82%-464.7pp |
| Employer contribution / active EE | $2,679 | $3,121-14.2% | $2,357+13.7% | $4,839-44.6% |
| Participant deferral / active EE | $6,584 | $4,617+42.6% | $3,849+71.0% | $6,342+3.8% |
| Admin fee / account holder | $8,514 | $8,069+5.5% | $6,182+37.7% | $12,315-30.9% |