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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 | $222,134 | $183,592+21.0% | $155,567+42.8% | $145,959+52.2% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 10.53% | 61.24%-50.7pp | 64.74%-54.2pp | 561.95%-551.4pp |
| Employer contribution / active EE | $4,105 | $5,315-22.8% | $4,674-12.2% | $4,661-11.9% |
| Participant deferral / active EE | $11,088 | $6,464+71.5% | $5,628+97.0% | $6,689+65.8% |
| Admin fee / account holder | $12,165 | $19,318-37.0% | $15,916-23.6% | $13,398-9.2% |