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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 | $177,637 | $181,062-1.9% | $158,223+12.3% | $155,188+14.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.08% | 57.39%-45.3pp | 52.09%-40.0pp | 148.84%-136.8pp |
| Employer contribution / active EE | $1,118 | $4,565-75.5% | $4,109-72.8% | $4,248-73.7% |
| Participant deferral / active EE | $5,689 | $6,134-7.3% | $5,467+4.1% | $6,531-12.9% |
| Admin fee / account holder | $2,683 | $18,825-85.7% | $16,047-83.3% | $14,480-81.5% |