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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 | $183,752 | $185,312-0.8% | $161,489+13.8% | $154,746+18.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.61% | 103.84%-91.2pp | 89.72%-77.1pp | 172.34%-159.7pp |
| Employer contribution / active EE | $3,786 | $4,769-20.6% | $4,268-11.3% | $4,379-13.5% |
| Participant deferral / active EE | $9,400 | $6,350+48.0% | $5,630+67.0% | $6,730+39.7% |
| Admin fee / account holder | $2,216 | $18,654-88.1% | $16,006-86.2% | $14,365-84.6% |