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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 | $182,153 | $174,379+4.5% | $152,093+19.8% | $138,895+31.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 30.83% | 74.86%-44.0pp | 66.36%-35.5pp | 145.39%-114.6pp |
| Employer contribution / active EE | $5,351 | $4,652+15.0% | $4,175+28.2% | $4,194+27.6% |
| Participant deferral / active EE | $4,521 | $6,159-26.6% | $5,451-17.1% | $6,396-29.3% |
| Admin fee / account holder | $2,315 | $16,880-86.3% | $14,497-84.0% | $12,562-81.6% |