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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 | $184,699 | $178,174+3.7% | $156,181+18.3% | $137,256+34.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.30% | 84.19%-71.9pp | 64.87%-52.6pp | 220.34%-208.0pp |
| Employer contribution / active EE | $1,423 | $4,972-71.4% | $4,294-66.9% | $4,156-65.8% |
| Participant deferral / active EE | $7,724 | $6,888+12.1% | $6,132+26.0% | $6,407+20.6% |
| Admin fee / account holder | $50,972 | $17,404+192.9% | $14,586+249.5% | $12,270+315.4% |