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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 | $234,025 | $227,291+3.0% | $214,702+9.0% | $155,188+50.8% |
| Participation rate | 90.0% | 88.0%+2.0pp | 87.5%+2.5pp | 80.8%+9.2pp |
| Annual return | 16.27% | 60.08%-43.8pp | 54.55%-38.3pp | 148.84%-132.6pp |
| Employer contribution / active EE | $5,576 | $6,772-17.7% | $6,461-13.7% | $4,248+31.3% |
| Participant deferral / active EE | $7,842 | $9,582-18.2% | $9,147-14.3% | $6,531+20.1% |
| Admin fee / account holder | $4,540 | $20,413-77.8% | $19,830-77.1% | $14,480-68.6% |