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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 | $198,589 | $197,637+0.5% | $177,848+11.7% | $158,982+24.9% |
| Participation rate | 95.0% | 88.5%+6.5pp | 87.7%+7.3pp | 82.0%+13.0pp |
| Annual return | 24.13% | 58.77%-34.6pp | 48.33%-24.2pp | 302.99%-278.9pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,265 | $8,405+10.2% | $7,714+20.1% | $5,983+54.8% |
| Admin fee / account holder | $13,719 | $15,406-10.9% | $12,431+10.4% | $11,252+21.9% |