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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 | $181,016 | $154,228+17.4% | $145,433+24.5% | $137,256+31.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.60% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,640 | $4,804-65.9% | $4,554-64.0% | $4,156-60.5% |
| Participant deferral / active EE | $6,780 | $8,216-17.5% | $7,897-14.2% | $6,407+5.8% |
| Admin fee / account holder | $1,642 | $14,344-88.5% | $13,129-87.5% | $12,270-86.6% |