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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 | $190,842 | $185,312+3.0% | $161,489+18.2% | $154,746+23.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.79% | 103.84%-90.1pp | 89.72%-75.9pp | 172.34%-158.6pp |
| Employer contribution / active EE | $5,096 | $4,769+6.9% | $4,268+19.4% | $4,379+16.4% |
| Participant deferral / active EE | $4,126 | $6,350-35.0% | $5,630-26.7% | $6,730-38.7% |
| Admin fee / account holder | $3,903 | $18,654-79.1% | $16,006-75.6% | $14,365-72.8% |