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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 | $191,861 | $166,131+15.5% | $164,975+16.3% | $145,877+31.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 15.04% | 100.37%-85.3pp | 70.12%-55.1pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,347 | $5,276-55.5% | $4,343-46.0% | $4,663-49.7% |
| Participant deferral / active EE | $9,387 | $6,962+34.8% | $6,033+55.6% | $6,691+40.3% |
| Admin fee / account holder | $36,707 | $16,648+120.5% | $12,688+189.3% | $13,402+173.9% |