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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 | $164,812 | $185,905-11.3% | $170,057-3.1% | $139,487+18.2% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 19.60% | 60.56%-41.0pp | 53.42%-33.8pp | 373.84%-354.2pp |
| Employer contribution / active EE | $8,912 | $7,597+17.3% | $6,790+31.2% | $4,755+87.4% |
| Participant deferral / active EE | $9,235 | $11,627-20.6% | $10,411-11.3% | $6,713+37.6% |
| Admin fee / account holder | $946 | $15,397-93.9% | $12,826-92.6% | $11,407-91.7% |