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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 | $183,539+5.5% | $155,556+24.5% | $145,897+32.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 11.56% | 61.31%-49.7pp | 64.84%-53.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $3,310 | $5,315-37.7% | $4,675-29.2% | $4,663-29.0% |
| Participant deferral / active EE | $4,342 | $6,467-32.9% | $5,631-22.9% | $6,689-35.1% |
| Admin fee / account holder | $6,866 | $19,275-64.4% | $15,885-56.8% | $13,390-48.7% |