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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 | $166,020+15.6% | $164,866+16.4% | $145,959+31.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 15.04% | 100.08%-85.0pp | 69.97%-54.9pp | 561.95%-546.9pp |
| Employer contribution / active EE | $2,347 | $5,275-55.5% | $4,343-46.0% | $4,661-49.7% |
| Participant deferral / active EE | $9,387 | $6,961+34.9% | $6,033+55.6% | $6,689+40.3% |
| Admin fee / account holder | $36,707 | $16,644+120.5% | $12,689+189.3% | $13,398+174.0% |