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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 | $184,097 | $174,379+5.6% | $152,093+21.0% | $138,895+32.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.43% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $1,486 | $4,652-68.0% | $4,175-64.4% | $4,194-64.6% |
| Participant deferral / active EE | $4,346 | $6,159-29.4% | $5,451-20.3% | $6,396-32.1% |
| Admin fee / account holder | $2,419 | $16,880-85.7% | $14,497-83.3% | $12,562-80.7% |