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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 | $177,244 | $183,516-3.4% | $155,534+14.0% | $145,884+21.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 21.99% | 61.43%-39.4pp | 64.92%-42.9pp | 551.85%-529.9pp |
| Employer contribution / active EE | $4,814 | $5,315-9.4% | $4,675+3.0% | $4,662+3.3% |
| Participant deferral / active EE | $8,041 | $6,467+24.4% | $5,630+42.8% | $6,690+20.2% |
| Admin fee / account holder | $1,309 | $19,293-93.2% | $15,900-91.8% | $13,392-90.2% |