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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 | $180,812 | $174,379+3.7% | $152,093+18.9% | $138,895+30.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.46% | 74.86%-57.4pp | 66.36%-48.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,974 | $4,652-36.1% | $4,175-28.8% | $4,194-29.1% |
| Participant deferral / active EE | $8,784 | $6,159+42.6% | $5,451+61.1% | $6,396+37.3% |
| Admin fee / account holder | $4,024 | $16,880-76.2% | $14,497-72.2% | $12,562-68.0% |