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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 | $220,901 | $183,516+20.4% | $155,534+42.0% | $145,884+51.4% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.4pp | 80.3%+6.4pp |
| Annual return | 9.49% | 61.43%-51.9pp | 64.92%-55.4pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,411 | $5,315-73.5% | $4,675-69.8% | $4,662-69.7% |
| Participant deferral / active EE | $8,295 | $6,467+28.3% | $5,630+47.3% | $6,690+24.0% |
| Admin fee / account holder | $50,259 | $19,293+160.5% | $15,900+216.1% | $13,392+275.3% |