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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 | $197,975 | $197,603+0.2% | $177,827+11.3% | $158,950+24.6% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 25.81% | 58.76%-32.9pp | 48.32%-22.5pp | 302.91%-277.1pp |
| Employer contribution / active EE | $8,626 | $6,698+28.8% | $5,918+45.7% | $4,762+81.1% |
| Participant deferral / active EE | $16,325 | $8,404+94.2% | $7,713+111.6% | $5,983+172.9% |
| Admin fee / account holder | $4,316 | $15,402-72.0% | $12,429-65.3% | $11,248-61.6% |