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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 | $181,455 | $110,212+64.6% | $96,534+88.0% | $139,466+30.1% |
| Participation rate | 89.5% | 78.1%+11.4pp | 76.0%+13.5pp | 80.3%+9.1pp |
| Annual return | 14.66% | 26.42%-11.8pp | 25.88%-11.2pp | 373.66%-359.0pp |
| Employer contribution / active EE | $4,195 | $3,620+15.9% | $2,965+41.5% | $4,754-11.8% |
| Participant deferral / active EE | $7,264 | $5,547+30.9% | $4,851+49.7% | $6,712+8.2% |
| Admin fee / account holder | $787 | $11,599-93.2% | $8,253-90.5% | $11,409-93.1% |