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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 | $226,614 | $157,304+44.1% | $141,197+60.5% | $152,909+48.2% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.5%+11.7pp |
| Annual return | 15.91% | 64.34%-48.4pp | 71.41%-55.5pp | 345.46%-329.6pp |
| Employer contribution / active EE | $3,499 | $5,263-33.5% | $4,736-26.1% | $4,764-26.6% |
| Participant deferral / active EE | $6,868 | $7,111-3.4% | $6,710+2.4% | $5,851+17.4% |
| Admin fee / account holder | $4,889 | $12,126-59.7% | $10,265-52.4% | $11,601-57.9% |