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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 | $186,877 | $183,592+1.8% | $155,574+20.1% | $145,877+28.1% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.39% | 61.37%-49.0pp | 64.87%-52.5pp | 551.28%-538.9pp |
| Employer contribution / active EE | $3,698 | $5,317-30.5% | $4,676-20.9% | $4,663-20.7% |
| Participant deferral / active EE | $6,268 | $6,466-3.1% | $5,629+11.3% | $6,691-6.3% |
| Admin fee / account holder | $621 | $19,316-96.8% | $15,914-96.1% | $13,402-95.4% |