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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 | $203,704 | $185,312+9.9% | $161,489+26.1% | $154,746+31.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.65% | 103.84%-93.2pp | 89.72%-79.1pp | 172.34%-161.7pp |
| Employer contribution / active EE | $4,075 | $4,769-14.6% | $4,268-4.5% | $4,379-7.0% |
| Participant deferral / active EE | $6,661 | $6,350+4.9% | $5,630+18.3% | $6,730-1.0% |
| Admin fee / account holder | $180,640 | $18,654+868.3% | $16,006+1028.6% | $14,365+1157.5% |