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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 | $226,136 | $176,794+27.9% | $146,647+54.2% | $167,553+35.0% |
| Participation rate | 91.7% | 83.6%+8.0pp | 80.1%+11.6pp | 82.1%+9.6pp |
| Annual return | 11.45% | 24.04%-12.6pp | 22.75%-11.3pp | 478.89%-467.4pp |
| Employer contribution / active EE | $4,392 | $5,161-14.9% | $4,137+6.2% | $4,840-9.3% |
| Participant deferral / active EE | $8,485 | $6,440+31.8% | $5,506+54.1% | $6,343+33.8% |
| Admin fee / account holder | $5,916 | $13,262-55.4% | $10,281-42.4% | $12,316-52.0% |