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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 | $191,323 | $183,516+4.3% | $155,534+23.0% | $145,884+31.1% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 19.22% | 61.43%-42.2pp | 64.92%-45.7pp | 551.85%-532.6pp |
| Employer contribution / active EE | $3,457 | $5,315-35.0% | $4,675-26.0% | $4,662-25.9% |
| Participant deferral / active EE | $8,516 | $6,467+31.7% | $5,630+51.3% | $6,690+27.3% |
| Admin fee / account holder | $85,032 | $19,293+340.7% | $15,900+434.8% | $13,392+535.0% |