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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 | $229,362 | $183,592+24.9% | $155,574+47.4% | $145,877+57.2% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 14.99% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $2,686 | $5,317-49.5% | $4,676-42.6% | $4,663-42.4% |
| Participant deferral / active EE | $7,499 | $6,466+16.0% | $5,629+33.2% | $6,691+12.1% |
| Admin fee / account holder | $1,047 | $19,316-94.6% | $15,914-93.4% | $13,402-92.2% |