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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 | $199,676 | $217,432-8.2% | $185,851+7.4% | $167,553+19.2% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 13.50% | 148.43%-134.9pp | 122.11%-108.6pp | 478.89%-465.4pp |
| Employer contribution / active EE | $2,998 | $5,874-49.0% | $5,168-42.0% | $4,840-38.0% |
| Participant deferral / active EE | $6,852 | $6,357+7.8% | $5,569+23.0% | $6,343+8.0% |
| Admin fee / account holder | $4,877 | $19,820-75.4% | $16,245-70.0% | $12,316-60.4% |