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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 | $199,619 | $227,633-12.3% | $189,597+5.3% | $167,553+19.1% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.4%+10.4pp | 82.1%+6.8pp |
| Annual return | 14.92% | 78.45%-63.5pp | 64.20%-49.3pp | 478.89%-464.0pp |
| Employer contribution / active EE | $4,869 | $5,317-8.4% | $4,412+10.3% | $4,840+0.6% |
| Participant deferral / active EE | $10,330 | $7,003+47.5% | $6,174+67.3% | $6,343+62.9% |
| Admin fee / account holder | $4,717 | $11,879-60.3% | $9,807-51.9% | $12,316-61.7% |