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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 | $200,565 | $148,629+34.9% | $135,982+47.5% | $139,487+43.8% |
| Participation rate | 87.0% | 83.9%+3.1pp | 81.9%+5.0pp | 80.3%+6.6pp |
| Annual return | 13.13% | 79.33%-66.2pp | 68.32%-55.2pp | 373.84%-360.7pp |
| Employer contribution / active EE | $2,516 | $5,247-52.1% | $4,859-48.2% | $4,755-47.1% |
| Participant deferral / active EE | $5,999 | $8,102-26.0% | $7,760-22.7% | $6,713-10.6% |
| Admin fee / account holder | $5,098 | $12,406-58.9% | $10,767-52.7% | $11,407-55.3% |