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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 | $183,305 | $181,062+1.2% | $158,223+15.9% | $155,188+18.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.78% | 57.39%-41.6pp | 52.09%-36.3pp | 148.84%-133.1pp |
| Employer contribution / active EE | $15,026 | $4,565+229.2% | $4,109+265.7% | $4,248+253.7% |
| Participant deferral / active EE | $10,210 | $6,134+66.4% | $5,467+86.8% | $6,531+56.3% |
| Admin fee / account holder | $5,380 | $18,825-71.4% | $16,047-66.5% | $14,480-62.8% |