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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 | $213,640 | $157,304+35.8% | $141,197+51.3% | $152,909+39.7% |
| Participation rate | 86.7% | 84.8%+1.8pp | 82.5%+4.2pp | 82.5%+4.2pp |
| Annual return | 22.11% | 64.34%-42.2pp | 71.41%-49.3pp | 345.46%-323.4pp |
| Employer contribution / active EE | $4,955 | $5,263-5.8% | $4,736+4.6% | $4,764+4.0% |
| Participant deferral / active EE | $3,286 | $7,111-53.8% | $6,710-51.0% | $5,851-43.8% |
| Admin fee / account holder | $2,974 | $12,126-75.5% | $10,265-71.0% | $11,601-74.4% |