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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 | $185,129 | $172,111+7.6% | $150,298+23.2% | $137,256+34.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 28.52% | 69.37%-40.9pp | 62.79%-34.3pp | 220.34%-191.8pp |
| Employer contribution / active EE | $5,176 | $4,636+11.6% | $4,154+24.6% | $4,156+24.5% |
| Participant deferral / active EE | $4,944 | $6,166-19.8% | $5,453-9.3% | $6,407-22.8% |
| Admin fee / account holder | $11,503 | $16,471-30.2% | $14,116-18.5% | $12,270-6.3% |