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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 | $205,105 | $183,516+11.8% | $155,534+31.9% | $145,884+40.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.61% | 61.43%-51.8pp | 64.92%-55.3pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,520 | $5,315-71.4% | $4,675-67.5% | $4,662-67.4% |
| Participant deferral / active EE | $5,859 | $6,467-9.4% | $5,630+4.1% | $6,690-12.4% |
| Admin fee / account holder | $1,535 | $19,293-92.0% | $15,900-90.3% | $13,392-88.5% |