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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 | $190,203 | $171,492+10.9% | $150,734+26.2% | $198,609-4.2% |
| Participation rate | 81.8% | 81.4%+0.4pp | 78.4%+3.4pp | 82.4%-0.6pp |
| Annual return | 13.39% | 804.70%-791.3pp | 600.81%-587.4pp | 202.70%-189.3pp |
| Employer contribution / active EE | $2,297 | $5,470-58.0% | $4,918-53.3% | $5,055-54.6% |
| Participant deferral / active EE | $5,373 | $6,259-14.2% | $5,610-4.2% | $6,977-23.0% |
| Admin fee / account holder | $8,151 | $17,628-53.8% | $14,905-45.3% | $19,030-57.2% |