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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% | $155,567+20.7% | $145,959+28.7% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 11.16% | 61.24%-50.1pp | 64.74%-53.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $2,797 | $5,315-47.4% | $4,674-40.1% | $4,661-40.0% |
| Participant deferral / active EE | $5,428 | $6,464-16.0% | $5,628-3.5% | $6,689-18.8% |
| Admin fee / account holder | $12,174 | $19,318-37.0% | $15,916-23.5% | $13,398-9.1% |