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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 | $203,545 | $148,629+36.9% | $135,982+49.7% | $139,487+45.9% |
| Participation rate | 84.6% | 83.9%+0.7pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 15.56% | 79.33%-63.8pp | 68.32%-52.8pp | 373.84%-358.3pp |
| Employer contribution / active EE | $2,431 | $5,247-53.7% | $4,859-50.0% | $4,755-48.9% |
| Participant deferral / active EE | $9,712 | $8,102+19.9% | $7,760+25.2% | $6,713+44.7% |
| Admin fee / account holder | $5,719 | $12,406-53.9% | $10,767-46.9% | $11,407-49.9% |