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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 | $174,541 | $129,737+34.5% | $119,126+46.5% | $154,746+12.8% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 11.87% | 379.08%-367.2pp | 282.11%-270.2pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,942 | $4,375-55.6% | $4,034-51.8% | $4,379-55.6% |
| Participant deferral / active EE | $6,547 | $5,842+12.1% | $5,318+23.1% | $6,730-2.7% |
| Admin fee / account holder | $1,668 | $11,961-86.1% | $10,693-84.4% | $14,365-88.4% |