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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 | $208,117 | $183,592+13.4% | $155,567+33.8% | $145,959+42.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 15.59% | 61.24%-45.6pp | 64.74%-49.1pp | 561.95%-546.4pp |
| Employer contribution / active EE | $1,845 | $5,315-65.3% | $4,674-60.5% | $4,661-60.4% |
| Participant deferral / active EE | $4,244 | $6,464-34.3% | $5,628-24.6% | $6,689-36.5% |
| Admin fee / account holder | $17,206 | $19,318-10.9% | $15,916+8.1% | $13,398+28.4% |