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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 | $212,096 | $209,336+1.3% | $197,124+7.6% | $137,256+54.5% |
| Participation rate | 94.7% | 87.3%+7.4pp | 86.7%+8.0pp | 80.0%+14.8pp |
| Annual return | 11.88% | 48.09%-36.2pp | 44.34%-32.5pp | 220.34%-208.5pp |
| Employer contribution / active EE | $5,977 | $6,591-9.3% | $6,227-4.0% | $4,156+43.8% |
| Participant deferral / active EE | $8,816 | $9,614-8.3% | $9,135-3.5% | $6,407+37.6% |
| Admin fee / account holder | $48,824 | $17,308+182.1% | $16,298+199.6% | $12,270+297.9% |