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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 | $164,824 | $181,062-9.0% | $158,223+4.2% | $155,188+6.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 20.02% | 57.39%-37.4pp | 52.09%-32.1pp | 148.84%-128.8pp |
| Employer contribution / active EE | $4,409 | $4,565-3.4% | $4,109+7.3% | $4,248+3.8% |
| Participant deferral / active EE | $4,115 | $6,134-32.9% | $5,467-24.7% | $6,531-37.0% |
| Admin fee / account holder | $1,391 | $18,825-92.6% | $16,047-91.3% | $14,480-90.4% |