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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 | $166,695 | $174,379-4.4% | $152,093+9.6% | $138,895+20.0% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 13.52% | 74.86%-61.3pp | 66.36%-52.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $14,118 | $4,652+203.5% | $4,175+238.2% | $4,194+236.6% |
| Participant deferral / active EE | $7,894 | $6,159+28.2% | $5,451+44.8% | $6,396+23.4% |
| Admin fee / account holder | $455 | $16,880-97.3% | $14,497-96.9% | $12,562-96.4% |