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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 | $174,701 | $172,111+1.5% | $150,298+16.2% | $137,256+27.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.06% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $8,332 | $4,636+79.7% | $4,154+100.6% | $4,156+100.5% |
| Participant deferral / active EE | $10,268 | $6,166+66.5% | $5,453+88.3% | $6,407+60.3% |
| Admin fee / account holder | $2,127 | $16,471-87.1% | $14,116-84.9% | $12,270-82.7% |