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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 | $190,004 | $183,516+3.5% | $155,534+22.2% | $145,884+30.2% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 16.61% | 61.43%-44.8pp | 64.92%-48.3pp | 551.85%-535.2pp |
| Employer contribution / active EE | $3,255 | $5,315-38.8% | $4,675-30.4% | $4,662-30.2% |
| Participant deferral / active EE | $7,645 | $6,467+18.2% | $5,630+35.8% | $6,690+14.3% |
| Admin fee / account holder | $8,050 | $19,293-58.3% | $15,900-49.4% | $13,392-39.9% |