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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 | $184,122 | $162,136+13.6% | $152,301+20.9% | $154,746+19.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.38% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-157.0pp |
| Employer contribution / active EE | $13,597 | $4,890+178.0% | $4,624+194.0% | $4,379+210.5% |
| Participant deferral / active EE | $5,841 | $8,341-30.0% | $8,004-27.0% | $6,730-13.2% |
| Admin fee / account holder | $2,312 | $15,759-85.3% | $14,398-83.9% | $14,365-83.9% |