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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 | $154,228+6.2% | $145,433+12.7% | $137,256+19.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.32% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,994 | $4,804-37.7% | $4,554-34.3% | $4,156-27.9% |
| Participant deferral / active EE | $6,852 | $8,216-16.6% | $7,897-13.2% | $6,407+6.9% |
| Admin fee / account holder | $1,816 | $14,344-87.3% | $13,129-86.2% | $12,270-85.2% |