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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 | $192,338 | $183,592+4.8% | $155,574+23.6% | $145,877+31.8% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 9.78% | 61.37%-51.6pp | 64.87%-55.1pp | 551.28%-541.5pp |
| Employer contribution / active EE | $2,452 | $5,317-53.9% | $4,676-47.6% | $4,663-47.4% |
| Participant deferral / active EE | $4,525 | $6,466-30.0% | $5,629-19.6% | $6,691-32.4% |
| Admin fee / account holder | $8,386 | $19,316-56.6% | $15,914-47.3% | $13,402-37.4% |