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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 | $186,090 | $183,539+1.4% | $155,556+19.6% | $145,897+27.5% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 15.66% | 61.31%-45.6pp | 64.84%-49.2pp | 552.29%-536.6pp |
| Employer contribution / active EE | $3,424 | $5,315-35.6% | $4,675-26.8% | $4,663-26.6% |
| Participant deferral / active EE | $7,345 | $6,467+13.6% | $5,631+30.4% | $6,689+9.8% |
| Admin fee / account holder | $769 | $19,275-96.0% | $15,885-95.2% | $13,390-94.3% |