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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 | $193,653 | $183,592+5.5% | $155,574+24.5% | $145,877+32.8% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 11.56% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,310 | $5,317-37.7% | $4,676-29.2% | $4,663-29.0% |
| Participant deferral / active EE | $4,342 | $6,466-32.9% | $5,629-22.9% | $6,691-35.1% |
| Admin fee / account holder | $6,866 | $19,316-64.5% | $15,914-56.9% | $13,402-48.8% |