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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 | $238,605 | $157,296+51.7% | $141,191+69.0% | $152,897+56.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 20.53% | 64.34%-43.8pp | 71.41%-50.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $3,425 | $5,262-34.9% | $4,736-27.7% | $4,764-28.1% |
| Participant deferral / active EE | $8,193 | $7,111+15.2% | $6,710+22.1% | $5,851+40.0% |
| Admin fee / account holder | $4,614 | $12,125-61.9% | $10,264-55.0% | $11,599-60.2% |