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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 | $156,997 | $147,556+6.4% | $129,031+21.7% | $198,609-21.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 20.71% | 37.41%-16.7pp | 34.67%-14.0pp | 202.70%-182.0pp |
| Employer contribution / active EE | $4,376 | $3,645+20.1% | $3,226+35.6% | $5,055-13.4% |
| Participant deferral / active EE | $10,238 | $5,760+77.7% | $5,217+96.2% | $6,977+46.7% |
| Admin fee / account holder | $1,422 | $15,467-90.8% | $13,208-89.2% | $19,030-92.5% |