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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 | $202,756 | $183,592+10.4% | $155,567+30.3% | $145,959+38.9% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 12.86% | 61.24%-48.4pp | 64.74%-51.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $3,556 | $5,315-33.1% | $4,674-23.9% | $4,661-23.7% |
| Participant deferral / active EE | $5,470 | $6,464-15.4% | $5,628-2.8% | $6,689-18.2% |
| Admin fee / account holder | $1,493 | $19,318-92.3% | $15,916-90.6% | $13,398-88.9% |