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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 | $186,970 | $183,516+1.9% | $155,534+20.2% | $145,884+28.2% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 9.65% | 61.43%-51.8pp | 64.92%-55.3pp | 551.85%-542.2pp |
| Employer contribution / active EE | $4,069 | $5,315-23.4% | $4,675-13.0% | $4,662-12.7% |
| Participant deferral / active EE | $7,965 | $6,467+23.2% | $5,630+41.5% | $6,690+19.1% |
| Admin fee / account holder | $5,753 | $19,293-70.2% | $15,900-63.8% | $13,392-57.0% |