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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 | $183,627+13.3% | $155,602+33.7% | $145,978+42.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 15.59% | 61.32%-45.7pp | 64.81%-49.2pp | 550.52%-534.9pp |
| Employer contribution / active EE | $1,845 | $5,316-65.3% | $4,675-60.5% | $4,662-60.4% |
| Participant deferral / active EE | $4,244 | $6,466-34.4% | $5,629-24.6% | $6,690-36.6% |
| Admin fee / account holder | $17,206 | $19,327-11.0% | $15,923+8.1% | $13,400+28.4% |