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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 | $184,677 | $183,592+0.6% | $155,574+18.7% | $145,877+26.6% |
| Participation rate | 82.6% | 82.7%-0.1pp | 78.2%+4.4pp | 80.3%+2.3pp |
| Annual return | 12.27% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $3,586 | $5,317-32.5% | $4,676-23.3% | $4,663-23.1% |
| Participant deferral / active EE | $11,678 | $6,466+80.6% | $5,629+107.5% | $6,691+74.5% |
| Admin fee / account holder | $1,198 | $19,316-93.8% | $15,914-92.5% | $13,402-91.1% |