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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 | $182,454 | $174,379+4.6% | $152,093+20.0% | $138,895+31.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.42% | 74.86%-57.4pp | 66.36%-48.9pp | 145.39%-128.0pp |
| Employer contribution / active EE | $7,133 | $4,652+53.3% | $4,175+70.9% | $4,194+70.1% |
| Participant deferral / active EE | $5,651 | $6,159-8.2% | $5,451+3.7% | $6,396-11.6% |
| Admin fee / account holder | $3,342 | $16,880-80.2% | $14,497-76.9% | $12,562-73.4% |