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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 | $217,853 | $178,174+22.3% | $156,181+39.5% | $137,256+58.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 37.91% | 84.19%-46.3pp | 64.87%-27.0pp | 220.34%-182.4pp |
| Employer contribution / active EE | $4,576 | $4,972-8.0% | $4,294+6.6% | $4,156+10.1% |
| Participant deferral / active EE | $13,998 | $6,888+103.2% | $6,132+128.3% | $6,407+118.5% |
| Admin fee / account holder | $2,272 | $17,404-86.9% | $14,586-84.4% | $12,270-81.5% |