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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 | $188,179 | $172,111+9.3% | $150,298+25.2% | $137,256+37.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.95% | 69.37%-55.4pp | 62.79%-48.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $5,450 | $4,636+17.6% | $4,154+31.2% | $4,156+31.1% |
| Participant deferral / active EE | $12,971 | $6,166+110.4% | $5,453+137.9% | $6,407+102.5% |
| Admin fee / account holder | $16,540 | $16,471+0.4% | $14,116+17.2% | $12,270+34.8% |