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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 | $226,677 | $211,239+7.3% | $178,528+27.0% | $145,877+55.4% |
| Participation rate | 92.9% | 80.8%+12.1pp | 77.1%+15.8pp | 80.3%+12.6pp |
| Annual return | 17.60% | 30.22%-12.6pp | 27.11%-9.5pp | 551.28%-533.7pp |
| Employer contribution / active EE | $2,443 | $4,570-46.5% | $3,950-38.2% | $4,663-47.6% |
| Participant deferral / active EE | $5,970 | $6,963-14.3% | $6,278-4.9% | $6,691-10.8% |
| Admin fee / account holder | $5,093 | $12,095-57.9% | $10,419-51.1% | $13,402-62.0% |