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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 | $190,306 | $185,312+2.7% | $161,489+17.8% | $154,746+23.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.42% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $13,461 | $4,769+182.3% | $4,268+215.4% | $4,379+207.4% |
| Participant deferral / active EE | $8,398 | $6,350+32.3% | $5,630+49.2% | $6,730+24.8% |
| Admin fee / account holder | $1,819 | $18,654-90.2% | $16,006-88.6% | $14,365-87.3% |