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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 | $186,175 | $232,540-19.9% | $185,117+0.6% | $147,586+26.1% |
| Participation rate | 88.9% | 82.4%+6.5pp | 77.3%+11.6pp | 82.8%+6.1pp |
| Annual return | 10.79% | 43.03%-32.2pp | 40.50%-29.7pp | 578.59%-567.8pp |
| Employer contribution / active EE | $1,728 | $5,195-66.7% | $4,182-58.7% | $4,876-64.6% |
| Participant deferral / active EE | $8,028 | $5,834+37.6% | $5,045+59.1% | $5,439+47.6% |
| Admin fee / account holder | $7,516 | $10,275-26.9% | $8,159-7.9% | $10,886-31.0% |