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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 | $183,353 | $162,821+12.6% | $133,978+36.9% | $158,982+15.3% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 8.71% | 41.95%-33.2pp | 45.10%-36.4pp | 302.99%-294.3pp |
| Employer contribution / active EE | $11,200 | $4,976+125.1% | $3,919+185.8% | $4,763+135.2% |
| Participant deferral / active EE | $4,343 | $5,910-26.5% | $5,047-14.0% | $5,983-27.4% |
| Admin fee / account holder | $530 | $11,742-95.5% | $8,930-94.1% | $11,252-95.3% |