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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 | $166,268+15.4% | $165,100+16.2% | $145,897+31.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 15.04% | 100.52%-85.5pp | 70.21%-55.2pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,347 | $5,284-55.6% | $4,348-46.0% | $4,663-49.7% |
| Participant deferral / active EE | $9,387 | $6,964+34.8% | $6,035+55.5% | $6,689+40.3% |
| Admin fee / account holder | $36,707 | $16,659+120.3% | $12,696+189.1% | $13,390+174.1% |