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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 | $225,029 | $227,633-1.1% | $189,597+18.7% | $167,553+34.3% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.4%+11.6pp | 82.1%+7.9pp |
| Annual return | 27.88% | 78.45%-50.6pp | 64.20%-36.3pp | 478.89%-451.0pp |
| Employer contribution / active EE | $5,536 | $5,317+4.1% | $4,412+25.5% | $4,840+14.4% |
| Participant deferral / active EE | $10,393 | $7,003+48.4% | $6,174+68.3% | $6,343+63.9% |
| Admin fee / account holder | $59,359 | $11,879+399.7% | $9,807+505.3% | $12,316+382.0% |