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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 | $187,118 | $168,636+11.0% | $147,617+26.8% | $125,393+49.2% |
| Participation rate | 90.9% | 88.8%+2.1pp | 84.6%+6.3pp | 83.2%+7.7pp |
| Annual return | 1.38% | 77.65%-76.3pp | 61.98%-60.6pp | 282.23%-280.9pp |
| Employer contribution / active EE | $1,289 | $6,252-79.4% | $5,565-76.8% | $4,866-73.5% |
| Participant deferral / active EE | $5,414 | $5,507-1.7% | $4,895+10.6% | $5,351+1.2% |
| Admin fee / account holder | $1,722 | $13,580-87.3% | $11,611-85.2% | $9,541-81.9% |