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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 | $207,850 | $157,276+32.2% | $141,177+47.2% | $152,885+36.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 20.51% | 64.33%-43.8pp | 71.40%-50.9pp | 345.39%-324.9pp |
| Employer contribution / active EE | $4,495 | $5,262-14.6% | $4,736-5.1% | $4,763-5.6% |
| Participant deferral / active EE | $7,841 | $7,110+10.3% | $6,710+16.9% | $5,851+34.0% |
| Admin fee / account holder | $1,957 | $12,123-83.9% | $10,263-80.9% | $11,598-83.1% |