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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 | $187,307 | $177,156+5.7% | $147,027+27.4% | $154,746+21.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 13.61% | 21.94%-8.3pp | 20.23%-6.6pp | 172.34%-158.7pp |
| Employer contribution / active EE | $5,093 | $4,336+17.4% | $3,626+40.5% | $4,379+16.3% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $38,349 | $14,904+157.3% | $12,223+213.8% | $14,365+167.0% |