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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 | $235,925 | $148,629+58.7% | $135,982+73.5% | $139,487+69.1% |
| Participation rate | 91.3% | 83.9%+7.4pp | 81.9%+9.4pp | 80.3%+11.0pp |
| Annual return | 21.14% | 79.33%-58.2pp | 68.32%-47.2pp | 373.84%-352.7pp |
| Employer contribution / active EE | $5,398 | $5,247+2.9% | $4,859+11.1% | $4,755+13.5% |
| Participant deferral / active EE | $5,784 | $8,102-28.6% | $7,760-25.5% | $6,713-13.8% |
| Admin fee / account holder | $2,163 | $12,406-82.6% | $10,767-79.9% | $11,407-81.0% |