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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 | $183,606 | $172,111+6.7% | $150,298+22.2% | $137,256+33.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.22% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $11,060 | $4,636+138.6% | $4,154+166.2% | $4,156+166.1% |
| Participant deferral / active EE | $6,488 | $6,166+5.2% | $5,453+19.0% | $6,407+1.3% |
| Admin fee / account holder | $1,441 | $16,471-91.3% | $14,116-89.8% | $12,270-88.3% |