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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 | $194,231 | $165,381+17.4% | $149,730+29.7% | $158,966+22.2% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 9.07% | 348.29%-339.2pp | 276.70%-267.6pp | 302.95%-293.9pp |
| Employer contribution / active EE | $2,390 | $5,104-53.2% | $4,645-48.6% | $4,762-49.8% |
| Participant deferral / active EE | $5,903 | $7,182-17.8% | $6,843-13.7% | $5,983-1.3% |
| Admin fee / account holder | $54,081 | $10,809+400.3% | $9,310+480.9% | $11,250+380.7% |