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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 | $217,206 | $228,352-4.9% | $185,835+16.9% | $158,966+36.6% |
| Participation rate | 91.3% | 82.3%+9.0pp | 78.0%+13.3pp | 82.0%+9.3pp |
| Annual return | 15.56% | 40.81%-25.2pp | 35.96%-20.4pp | 302.95%-287.4pp |
| Employer contribution / active EE | $8,504 | $4,967+71.2% | $4,087+108.1% | $4,762+78.6% |
| Participant deferral / active EE | $5,981 | $6,416-6.8% | $5,633+6.2% | $5,9830% |
| Admin fee / account holder | $5,869 | $11,867-50.5% | $9,502-38.2% | $11,250-47.8% |