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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 | $223,702 | $148,629+50.5% | $135,982+64.5% | $139,487+60.4% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 14.80% | 79.33%-64.5pp | 68.32%-53.5pp | 373.84%-359.0pp |
| Employer contribution / active EE | $5,078 | $5,247-3.2% | $4,859+4.5% | $4,755+6.8% |
| Participant deferral / active EE | $11,186 | $8,102+38.1% | $7,760+44.2% | $6,713+66.6% |
| Admin fee / account holder | $2,711 | $12,406-78.1% | $10,767-74.8% | $11,407-76.2% |