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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 | $191,384 | $165,399+15.7% | $149,745+27.8% | $158,982+20.4% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 11.21% | 348.34%-337.1pp | 276.72%-265.5pp | 302.99%-291.8pp |
| Employer contribution / active EE | $4,873 | $5,105-4.5% | $4,646+4.9% | $4,763+2.3% |
| Participant deferral / active EE | $4,223 | $7,183-41.2% | $6,843-38.3% | $5,983-29.4% |
| Admin fee / account holder | $90,066 | $10,811+733.1% | $9,312+867.2% | $11,252+700.5% |