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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 | $198,861 | $185,312+7.3% | $161,489+23.1% | $154,746+28.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 24.39% | 103.84%-79.4pp | 89.72%-65.3pp | 172.34%-147.9pp |
| Employer contribution / active EE | $13,405 | $4,769+181.1% | $4,268+214.1% | $4,379+206.1% |
| Participant deferral / active EE | $8,548 | $6,350+34.6% | $5,630+51.8% | $6,730+27.0% |
| Admin fee / account holder | $7,408 | $18,654-60.3% | $16,006-53.7% | $14,365-48.4% |