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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 | $183,627+4.2% | $155,602+23.0% | $145,978+31.1% |
| Participation rate | 91.3% | 82.7%+8.6pp | 78.2%+13.1pp | 80.3%+11.0pp |
| Annual return | 19.22% | 61.32%-42.1pp | 64.81%-45.6pp | 550.52%-531.3pp |
| Employer contribution / active EE | $3,457 | $5,316-35.0% | $4,675-26.1% | $4,662-25.8% |
| Participant deferral / active EE | $8,516 | $6,466+31.7% | $5,629+51.3% | $6,690+27.3% |
| Admin fee / account holder | $85,032 | $19,327+340.0% | $15,923+434.0% | $13,400+534.6% |