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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 | $226,108 | $183,627+23.1% | $155,602+45.3% | $145,978+54.9% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 14.06% | 61.32%-47.3pp | 64.81%-50.7pp | 550.52%-536.5pp |
| Employer contribution / active EE | $4,946 | $5,316-7.0% | $4,675+5.8% | $4,662+6.1% |
| Participant deferral / active EE | $12,475 | $6,466+92.9% | $5,629+121.6% | $6,690+86.5% |
| Admin fee / account holder | $416,168 | $19,327+2053.3% | $15,923+2513.6% | $13,400+3005.7% |