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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 | $185,312-0.1% | $161,489+14.6% | $154,746+19.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 28.52% | 103.84%-75.3pp | 89.72%-61.2pp | 172.34%-143.8pp |
| Employer contribution / active EE | $5,176 | $4,769+8.5% | $4,268+21.3% | $4,379+18.2% |
| Participant deferral / active EE | $4,944 | $6,350-22.1% | $5,630-12.2% | $6,730-26.5% |
| Admin fee / account holder | $11,503 | $18,654-38.3% | $16,006-28.1% | $14,365-19.9% |