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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 | $219,551 | $183,539+19.6% | $155,556+41.1% | $145,897+50.5% |
| Participation rate | 95.5% | 82.7%+12.7pp | 78.2%+17.2pp | 80.3%+15.1pp |
| Annual return | 11.89% | 61.31%-49.4pp | 64.84%-52.9pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,727 | $5,315-48.7% | $4,675-41.7% | $4,663-41.5% |
| Participant deferral / active EE | $6,655 | $6,467+2.9% | $5,631+18.2% | $6,689-0.5% |
| Admin fee / account holder | $3,585 | $19,275-81.4% | $15,885-77.4% | $13,390-73.2% |