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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 | $158,611 | $150,412+5.5% | $120,574+31.5% | $145,884+8.7% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 11.19% | 154.50%-143.3pp | 107.42%-96.2pp | 551.85%-540.7pp |
| Employer contribution / active EE | $3,841 | $4,355-11.8% | $3,471+10.7% | $4,662-17.6% |
| Participant deferral / active EE | $5,175 | $6,175-16.2% | $4,996+3.6% | $6,690-22.6% |
| Admin fee / account holder | $54,354 | $12,224+344.7% | $9,445+475.5% | $13,392+305.9% |