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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 | $199,355 | $185,312+7.6% | $161,489+23.4% | $154,746+28.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.06% | 103.84%-92.8pp | 89.72%-78.7pp | 172.34%-161.3pp |
| Employer contribution / active EE | $2,798 | $4,769-41.3% | $4,268-34.4% | $4,379-36.1% |
| Participant deferral / active EE | $4,357 | $6,350-31.4% | $5,630-22.6% | $6,730-35.3% |
| Admin fee / account holder | $2,122 | $18,654-88.6% | $16,006-86.7% | $14,365-85.2% |