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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 | $178,500 | $174,379+2.4% | $152,093+17.4% | $138,895+28.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.94% | 74.86%-61.9pp | 66.36%-53.4pp | 145.39%-132.5pp |
| Employer contribution / active EE | $5,815 | $4,652+25.0% | $4,175+39.3% | $4,194+38.6% |
| Participant deferral / active EE | $5,397 | $6,159-12.4% | $5,451-1.0% | $6,396-15.6% |
| Admin fee / account holder | $7,562 | $16,880-55.2% | $14,497-47.8% | $12,562-39.8% |