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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 | $232,468 | $227,597+2.1% | $189,575+22.6% | $167,536+38.8% |
| Participation rate | 93.3% | 82.5%+10.8pp | 78.4%+14.9pp | 82.1%+11.2pp |
| Annual return | 12.39% | 78.44%-66.0pp | 64.19%-51.8pp | 478.82%-466.4pp |
| Employer contribution / active EE | $2,811 | $5,316-47.1% | $4,412-36.3% | $4,839-41.9% |
| Participant deferral / active EE | $9,234 | $7,002+31.9% | $6,174+49.6% | $6,342+45.6% |
| Admin fee / account holder | $10,220 | $11,877-14.0% | $9,806+4.2% | $12,315-17.0% |