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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 | $182,795 | $178,174+2.6% | $156,181+17.0% | $137,256+33.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.93% | 84.19%-66.3pp | 64.87%-46.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $5,474 | $4,972+10.1% | $4,294+27.5% | $4,156+31.7% |
| Participant deferral / active EE | $6,773 | $6,888-1.7% | $6,132+10.4% | $6,407+5.7% |
| Admin fee / account holder | $2,200 | $17,404-87.4% | $14,586-84.9% | $12,270-82.1% |