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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 | $217,893 | $148,623+46.6% | $135,974+60.2% | $139,466+56.2% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 24.17% | 79.30%-55.1pp | 68.30%-44.1pp | 373.66%-349.5pp |
| Employer contribution / active EE | $6,163 | $5,246+17.5% | $4,859+26.8% | $4,754+29.6% |
| Participant deferral / active EE | $7,414 | $8,103-8.5% | $7,760-4.5% | $6,712+10.5% |
| Admin fee / account holder | $1,514 | $12,406-87.8% | $10,767-85.9% | $11,409-86.7% |