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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 | $179,807 | $157,296+14.3% | $141,191+27.3% | $152,897+17.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 22.13% | 64.34%-42.2pp | 71.41%-49.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $1,759 | $5,262-66.6% | $4,736-62.9% | $4,764-63.1% |
| Participant deferral / active EE | $6,042 | $7,111-15.0% | $6,710-10.0% | $5,851+3.3% |
| Admin fee / account holder | $23,406 | $12,125+93.0% | $10,264+128.0% | $11,599+101.8% |