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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 | $230,914 | $183,592+25.8% | $155,574+48.4% | $145,877+58.3% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.5pp | 80.3%+6.4pp |
| Annual return | 11.14% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $2,498 | $5,317-53.0% | $4,676-46.6% | $4,663-46.4% |
| Participant deferral / active EE | $5,095 | $6,466-21.2% | $5,629-9.5% | $6,691-23.8% |
| Admin fee / account holder | $2,909 | $19,316-84.9% | $15,914-81.7% | $13,402-78.3% |