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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 | $244,834 | $197,637+23.9% | $177,848+37.7% | $158,982+54.0% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.7%+7.9pp | 82.0%+13.7pp |
| Annual return | 17.23% | 58.77%-41.5pp | 48.33%-31.1pp | 302.99%-285.8pp |
| Employer contribution / active EE | $4,128 | $6,698-38.4% | $5,919-30.3% | $4,763-13.3% |
| Participant deferral / active EE | $7,355 | $8,405-12.5% | $7,714-4.7% | $5,983+22.9% |
| Admin fee / account holder | $36,992 | $15,406+140.1% | $12,431+197.6% | $11,252+228.8% |