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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 | $212,386-0.1% | $199,883+6.1% | $138,895+52.7% |
| Participation rate | 94.7% | 87.4%+7.4pp | 86.8%+8.0pp | 79.9%+14.8pp |
| Annual return | 11.88% | 47.75%-35.9pp | 43.81%-31.9pp | 145.39%-133.5pp |
| Employer contribution / active EE | $5,977 | $6,625-9.8% | $6,261-4.5% | $4,194+42.5% |
| Participant deferral / active EE | $8,816 | $9,617-8.3% | $9,138-3.5% | $6,396+37.8% |
| Admin fee / account holder | $48,824 | $18,233+167.8% | $17,268+182.7% | $12,562+288.7% |