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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 | $186,282 | $176,105+5.8% | $159,474+16.8% | $167,536+11.2% |
| Participation rate | 88.2% | 85.0%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 14.50% | 331.91%-317.4pp | 263.68%-249.2pp | 478.82%-464.3pp |
| Employer contribution / active EE | $2,715 | $5,299-48.8% | $4,831-43.8% | $4,839-43.9% |
| Participant deferral / active EE | $6,443 | $7,751-16.9% | $7,353-12.4% | $6,342+1.6% |
| Admin fee / account holder | $8,078 | $12,559-35.7% | $10,802-25.2% | $12,315-34.4% |