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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 | $187,823 | $183,592+2.3% | $155,574+20.7% | $145,877+28.8% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 11.16% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $2,797 | $5,317-47.4% | $4,676-40.2% | $4,663-40.0% |
| Participant deferral / active EE | $5,428 | $6,466-16.0% | $5,629-3.6% | $6,691-18.9% |
| Admin fee / account holder | $12,174 | $19,316-37.0% | $15,914-23.5% | $13,402-9.2% |