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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 | $193,129 | $183,539+5.2% | $155,556+24.2% | $145,897+32.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.12% | 61.31%-48.2pp | 64.84%-51.7pp | 552.29%-539.2pp |
| Employer contribution / active EE | $1,385 | $5,315-74.0% | $4,675-70.4% | $4,663-70.3% |
| Participant deferral / active EE | $16,415 | $6,467+153.8% | $5,631+191.5% | $6,689+145.4% |
| Admin fee / account holder | $18,666 | $19,275-3.2% | $15,885+17.5% | $13,390+39.4% |