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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 | $201,531 | $182,442+10.5% | $163,379+23.4% | $138,895+45.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 13.35% | 72.74%-59.4pp | 63.41%-50.1pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,887 | $4,159-30.6% | $3,752-23.1% | $4,194-31.2% |
| Participant deferral / active EE | $20,797 | $6,817+205.1% | $6,282+231.1% | $6,396+225.1% |
| Admin fee / account holder | $2,442 | $10,396-76.5% | $9,818-75.1% | $12,562-80.6% |