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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 | $178,437 | $185,312-3.7% | $161,489+10.5% | $154,746+15.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 18.91% | 103.84%-84.9pp | 89.72%-70.8pp | 172.34%-153.4pp |
| Employer contribution / active EE | $6,088 | $4,769+27.6% | $4,268+42.6% | $4,379+39.0% |
| Participant deferral / active EE | $6,473 | $6,350+1.9% | $5,630+15.0% | $6,730-3.8% |
| Admin fee / account holder | $1,729 | $18,654-90.7% | $16,006-89.2% | $14,365-88.0% |