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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 | $137,447 | $178,174-22.9% | $156,181-12.0% | $137,256+0.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 11.82% | 84.19%-72.4pp | 64.87%-53.1pp | 220.34%-208.5pp |
| Employer contribution / active EE | $5,028 | $4,972+1.1% | $4,294+17.1% | $4,156+21.0% |
| Participant deferral / active EE | $7,248 | $6,888+5.2% | $6,132+18.2% | $6,407+13.1% |
| Admin fee / account holder | $19,260 | $17,404+10.7% | $14,586+32.0% | $12,270+57.0% |