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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 | $157,600 | $172,111-8.4% | $150,298+4.9% | $137,256+14.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.56% | 69.37%-47.8pp | 62.79%-41.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $7,207 | $4,636+55.5% | $4,154+73.5% | $4,156+73.4% |
| Participant deferral / active EE | $6,180 | $6,166+0.2% | $5,453+13.3% | $6,407-3.5% |
| Admin fee / account holder | $19,533 | $16,471+18.6% | $14,116+38.4% | $12,270+59.2% |