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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 | $197,637-4.3% | $177,848+6.3% | $158,982+18.9% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 14.90% | 58.77%-43.9pp | 48.33%-33.4pp | 302.99%-288.1pp |
| Employer contribution / active EE | $2,852 | $6,698-57.4% | $5,919-51.8% | $4,763-40.1% |
| Participant deferral / active EE | $7,765 | $8,405-7.6% | $7,714+0.7% | $5,983+29.8% |
| Admin fee / account holder | $9,353 | $15,406-39.3% | $12,431-24.8% | $11,252-16.9% |