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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 | $206,404 | $197,637+4.4% | $177,848+16.1% | $158,982+29.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 27.87% | 58.77%-30.9pp | 48.33%-20.5pp | 302.99%-275.1pp |
| Employer contribution / active EE | $2,990 | $6,698-55.4% | $5,919-49.5% | $4,763-37.2% |
| Participant deferral / active EE | $7,691 | $8,405-8.5% | $7,714-0.3% | $5,983+28.5% |
| Admin fee / account holder | $4,686 | $15,406-69.6% | $12,431-62.3% | $11,252-58.4% |