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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 | $177,679 | $155,555+14.2% | $146,866+21.0% | $155,188+14.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 15.38% | 115.41%-100.0pp | 102.85%-87.5pp | 148.84%-133.5pp |
| Employer contribution / active EE | $4,326 | $4,647-6.9% | $4,425-2.2% | $4,248+1.8% |
| Participant deferral / active EE | $7,759 | $8,044-3.5% | $7,7590% | $6,531+18.8% |
| Admin fee / account holder | $98,763 | $14,755+569.3% | $13,620+625.1% | $14,480+582.1% |