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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 | $163,839 | $156,398+4.8% | $147,318+11.2% | $138,895+18.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.32% | 78.75%-61.4pp | 70.43%-53.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $2,994 | $4,853-38.3% | $4,593-34.8% | $4,194-28.6% |
| Participant deferral / active EE | $6,852 | $8,237-16.8% | $7,906-13.3% | $6,396+7.1% |
| Admin fee / account holder | $1,816 | $14,976-87.9% | $13,708-86.7% | $12,562-85.5% |