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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 | $196,857 | $148,582+32.5% | $135,942+44.8% | $139,456+41.2% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 21.59% | 79.26%-57.7pp | 68.28%-46.7pp | 373.45%-351.9pp |
| Employer contribution / active EE | $4,724 | $5,245-9.9% | $4,858-2.7% | $4,753-0.6% |
| Participant deferral / active EE | $7,225 | $8,101-10.8% | $7,759-6.9% | $6,711+7.6% |
| Admin fee / account holder | $7,460 | $12,402-39.9% | $10,764-30.7% | $11,407-34.6% |