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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 | $197,073 | $232,540-15.3% | $185,117+6.5% | $147,585+33.5% |
| Participation rate | 81.8% | 82.4%-0.5pp | 77.3%+4.6pp | 82.8%-1.0pp |
| Annual return | 15.81% | 43.03%-27.2pp | 40.50%-24.7pp | 578.57%-562.8pp |
| Employer contribution / active EE | $5,292 | $5,195+1.9% | $4,182+26.6% | $4,876+8.5% |
| Participant deferral / active EE | $6,323 | $5,834+8.4% | $5,045+25.3% | $5,439+16.3% |
| Admin fee / account holder | $1,822 | $10,275-82.3% | $8,159-77.7% | $10,885-83.3% |