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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 | $213,365 | $148,629+43.6% | $135,982+56.9% | $139,487+53.0% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 15.31% | 79.33%-64.0pp | 68.32%-53.0pp | 373.84%-358.5pp |
| Employer contribution / active EE | $7,894 | $5,247+50.5% | $4,859+62.5% | $4,755+66.0% |
| Participant deferral / active EE | $6,094 | $8,102-24.8% | $7,760-21.5% | $6,713-9.2% |
| Admin fee / account holder | $5,237 | $12,406-57.8% | $10,767-51.4% | $11,407-54.1% |