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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 | $199,906 | $183,592+8.9% | $155,574+28.5% | $145,877+37.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.98% | 61.37%-49.4pp | 64.87%-52.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $2,844 | $5,317-46.5% | $4,676-39.2% | $4,663-39.0% |
| Participant deferral / active EE | $3,869 | $6,466-40.2% | $5,629-31.3% | $6,691-42.2% |
| Admin fee / account holder | $50,000 | $19,316+158.9% | $15,914+214.2% | $13,402+273.1% |