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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 | $233,527 | $227,399+2.7% | $189,758+23.1% | $198,609+17.6% |
| Participation rate | 95.0% | 84.0%+11.0pp | 79.8%+15.2pp | 82.4%+12.6pp |
| Annual return | 15.53% | 61.03%-45.5pp | 52.62%-37.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $2,907 | $5,526-47.4% | $4,767-39.0% | $5,055-42.5% |
| Participant deferral / active EE | $11,107 | $6,837+62.5% | $5,856+89.7% | $6,977+59.2% |
| Admin fee / account holder | $77,221 | $25,162+206.9% | $20,388+278.8% | $19,030+305.8% |