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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 | $246,636 | $148,623+65.9% | $135,974+81.4% | $139,466+76.8% |
| Participation rate | 92.9% | 83.9%+9.0pp | 81.9%+10.9pp | 80.3%+12.5pp |
| Annual return | 23.38% | 79.30%-55.9pp | 68.30%-44.9pp | 373.66%-350.3pp |
| Employer contribution / active EE | $2,805 | $5,246-46.5% | $4,859-42.3% | $4,754-41.0% |
| Participant deferral / active EE | $5,921 | $8,103-26.9% | $7,760-23.7% | $6,712-11.8% |
| Admin fee / account holder | $9,468 | $12,406-23.7% | $10,767-12.1% | $11,409-17.0% |