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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 | $191,164 | $183,592+4.1% | $155,567+22.9% | $145,959+31.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.27% | 61.24%-50.0pp | 64.74%-53.5pp | 561.95%-550.7pp |
| Employer contribution / active EE | $3,710 | $5,315-30.2% | $4,674-20.6% | $4,661-20.4% |
| Participant deferral / active EE | $7,714 | $6,464+19.3% | $5,628+37.1% | $6,689+15.3% |
| Admin fee / account holder | $1,444 | $19,318-92.5% | $15,916-90.9% | $13,398-89.2% |