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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 | $167,187 | $154,228+8.4% | $145,433+15.0% | $137,256+21.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.84% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $6,461 | $4,804+34.5% | $4,554+41.9% | $4,156+55.5% |
| Participant deferral / active EE | $6,164 | $8,216-25.0% | $7,897-21.9% | $6,407-3.8% |
| Admin fee / account holder | $1,175 | $14,344-91.8% | $13,129-91.1% | $12,270-90.4% |