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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 | $226,277 | $183,592+23.3% | $155,574+45.4% | $145,877+55.1% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 14.41% | 61.37%-47.0pp | 64.87%-50.5pp | 551.28%-536.9pp |
| Employer contribution / active EE | $6,182 | $5,317+16.3% | $4,676+32.2% | $4,663+32.6% |
| Participant deferral / active EE | $5,083 | $6,466-21.4% | $5,629-9.7% | $6,691-24.0% |
| Admin fee / account holder | $4,892 | $19,316-74.7% | $15,914-69.3% | $13,402-63.5% |