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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 | $186,766 | $162,136+15.2% | $152,301+22.6% | $154,746+20.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.01% | 91.02%-78.0pp | 80.50%-67.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $7,972 | $4,890+63.0% | $4,624+72.4% | $4,379+82.0% |
| Participant deferral / active EE | $4,186 | $8,341-49.8% | $8,004-47.7% | $6,730-37.8% |
| Admin fee / account holder | $3,464 | $15,759-78.0% | $14,398-75.9% | $14,365-75.9% |