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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 | $173,229 | $172,111+0.6% | $150,298+15.3% | $137,256+26.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 42.95% | 69.37%-26.4pp | 62.79%-19.8pp | 220.34%-177.4pp |
| Employer contribution / active EE | $11,974 | $4,636+158.3% | $4,154+188.3% | $4,156+188.1% |
| Participant deferral / active EE | $6,988 | $6,166+13.3% | $5,453+28.2% | $6,407+9.1% |
| Admin fee / account holder | $4,260 | $16,471-74.1% | $14,116-69.8% | $12,270-65.3% |