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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 | $177,975 | $174,379+2.1% | $152,093+17.0% | $138,895+28.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.10% | 74.86%-59.8pp | 66.36%-51.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $2,698 | $4,652-42.0% | $4,175-35.4% | $4,194-35.7% |
| Participant deferral / active EE | $3,339 | $6,159-45.8% | $5,451-38.8% | $6,396-47.8% |
| Admin fee / account holder | $1,946 | $16,880-88.5% | $14,497-86.6% | $12,562-84.5% |