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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 | $186,640 | $183,539+1.7% | $155,556+20.0% | $145,897+27.9% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 18.89% | 61.31%-42.4pp | 64.84%-46.0pp | 552.29%-533.4pp |
| Employer contribution / active EE | $3,808 | $5,315-28.4% | $4,675-18.6% | $4,663-18.3% |
| Participant deferral / active EE | $8,528 | $6,467+31.9% | $5,631+51.5% | $6,689+27.5% |
| Admin fee / account holder | $1,224 | $19,275-93.7% | $15,885-92.3% | $13,390-90.9% |