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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 | $163,186 | $156,398+4.3% | $147,318+10.8% | $138,895+17.5% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 14.51% | 78.75%-64.2pp | 70.43%-55.9pp | 145.39%-130.9pp |
| Employer contribution / active EE | $24,191 | $4,853+398.4% | $4,593+426.7% | $4,194+476.8% |
| Participant deferral / active EE | $20,491 | $8,237+148.8% | $7,906+159.2% | $6,396+220.4% |
| Admin fee / account holder | $1,324 | $14,976-91.2% | $13,708-90.3% | $12,562-89.5% |