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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% | $155,567+20.1% | $145,959+28.0% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.39% | 61.24%-48.8pp | 64.74%-52.3pp | 561.95%-549.6pp |
| Employer contribution / active EE | $3,698 | $5,315-30.4% | $4,674-20.9% | $4,661-20.7% |
| Participant deferral / active EE | $6,268 | $6,464-3.0% | $5,628+11.4% | $6,689-6.3% |
| Admin fee / account holder | $621 | $19,318-96.8% | $15,916-96.1% | $13,398-95.4% |