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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 | $181,065 | $156,398+15.8% | $147,318+22.9% | $138,895+30.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.97% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.4pp |
| Employer contribution / active EE | $4,287 | $4,853-11.7% | $4,593-6.7% | $4,194+2.2% |
| Participant deferral / active EE | $5,968 | $8,237-27.6% | $7,906-24.5% | $6,396-6.7% |
| Admin fee / account holder | $2,062 | $14,976-86.2% | $13,708-85.0% | $12,562-83.6% |