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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 | $154,360 | $197,625-21.9% | $177,840-13.2% | $158,966-2.9% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.7%+6.7pp | 82.0%+12.5pp |
| Annual return | 16.14% | 58.76%-42.6pp | 48.32%-32.2pp | 302.95%-286.8pp |
| Employer contribution / active EE | $3,378 | $6,698-49.6% | $5,919-42.9% | $4,762-29.1% |
| Participant deferral / active EE | $5,938 | $8,405-29.4% | $7,714-23.0% | $5,983-0.8% |
| Admin fee / account holder | $22,636 | $15,405+46.9% | $12,431+82.1% | $11,250+101.2% |