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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 | $189,086 | $197,603-4.3% | $177,827+6.3% | $158,950+19.0% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 14.90% | 58.76%-43.9pp | 48.32%-33.4pp | 302.91%-288.0pp |
| Employer contribution / active EE | $2,852 | $6,698-57.4% | $5,918-51.8% | $4,762-40.1% |
| Participant deferral / active EE | $7,765 | $8,404-7.6% | $7,713+0.7% | $5,983+29.8% |
| Admin fee / account holder | $9,353 | $15,402-39.3% | $12,429-24.8% | $11,248-16.9% |