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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 | $204,413 | $185,312+10.3% | $161,489+26.6% | $154,746+32.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.98% | 103.84%-82.9pp | 89.72%-68.7pp | 172.34%-151.4pp |
| Employer contribution / active EE | $2,166 | $4,769-54.6% | $4,268-49.3% | $4,379-50.5% |
| Participant deferral / active EE | $6,322 | $6,350-0.4% | $5,630+12.3% | $6,730-6.1% |
| Admin fee / account holder | $3,718 | $18,654-80.1% | $16,006-76.8% | $14,365-74.1% |