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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 | $187,751 | $154,209+21.8% | $130,062+44.4% | $139,487+34.6% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.5%+6.5pp | 80.3%+4.7pp |
| Annual return | 15.88% | 32.52%-16.6pp | -137.37%+153.2pp | 373.84%-358.0pp |
| Employer contribution / active EE | $2,905 | $5,292-45.1% | $4,322-32.8% | $4,755-38.9% |
| Participant deferral / active EE | $9,317 | $6,709+38.9% | $5,821+60.1% | $6,713+38.8% |
| Admin fee / account holder | $10,344 | $13,988-26.1% | $10,601-2.4% | $11,407-9.3% |