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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 | $190,815 | $162,136+17.7% | $152,301+25.3% | $154,746+23.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.23% | 91.02%-72.8pp | 80.50%-62.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $8,798 | $4,890+79.9% | $4,624+90.2% | $4,379+100.9% |
| Participant deferral / active EE | $7,889 | $8,341-5.4% | $8,004-1.4% | $6,730+17.2% |
| Admin fee / account holder | $2,111 | $15,759-86.6% | $14,398-85.3% | $14,365-85.3% |