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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 | $184,711 | $172,111+7.3% | $150,298+22.9% | $137,256+34.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.55% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.8pp |
| Employer contribution / active EE | $8,429 | $4,636+81.8% | $4,154+102.9% | $4,156+102.8% |
| Participant deferral / active EE | $4,525 | $6,166-26.6% | $5,453-17.0% | $6,407-29.4% |
| Admin fee / account holder | $4,509 | $16,471-72.6% | $14,116-68.1% | $12,270-63.3% |