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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 | $161,431 | $183,592-12.1% | $155,574+3.8% | $145,877+10.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 11.71% | 61.37%-49.7pp | 64.87%-53.2pp | 551.28%-539.6pp |
| Employer contribution / active EE | $15,300 | $5,317+187.8% | $4,676+227.2% | $4,663+228.1% |
| Participant deferral / active EE | $4,892 | $6,466-24.3% | $5,629-13.1% | $6,691-26.9% |
| Admin fee / account holder | $15,118 | $19,316-21.7% | $15,914-5.0% | $13,402+12.8% |