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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 | $240,055 | $148,629+61.5% | $135,982+76.5% | $139,487+72.1% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 20.18% | 79.33%-59.1pp | 68.32%-48.1pp | 373.84%-353.7pp |
| Employer contribution / active EE | $2,862 | $5,247-45.4% | $4,859-41.1% | $4,755-39.8% |
| Participant deferral / active EE | $10,124 | $8,102+25.0% | $7,760+30.5% | $6,713+50.8% |
| Admin fee / account holder | $9,823 | $12,406-20.8% | $10,767-8.8% | $11,407-13.9% |