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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 | $192,991 | $183,516+5.2% | $155,534+24.1% | $145,884+32.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 11.78% | 61.43%-49.6pp | 64.92%-53.1pp | 551.85%-540.1pp |
| Employer contribution / active EE | $1,367 | $5,315-74.3% | $4,675-70.8% | $4,662-70.7% |
| Participant deferral / active EE | $2,553 | $6,467-60.5% | $5,630-54.7% | $6,690-61.8% |
| Admin fee / account holder | $21,262 | $19,293+10.2% | $15,900+33.7% | $13,392+58.8% |