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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 | $155,729 | $183,627-15.2% | $155,602+0.1% | $145,978+6.7% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 20.03% | 61.32%-41.3pp | 64.81%-44.8pp | 550.52%-530.5pp |
| Employer contribution / active EE | $1,697 | $5,316-68.1% | $4,675-63.7% | $4,662-63.6% |
| Participant deferral / active EE | $6,981 | $6,466+8.0% | $5,629+24.0% | $6,690+4.4% |
| Admin fee / account holder | $14,199 | $19,327-26.5% | $15,923-10.8% | $13,400+6.0% |