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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 | $190,601 | $174,379+9.3% | $152,093+25.3% | $138,895+37.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.53% | 74.86%-61.3pp | 66.36%-52.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $2,672 | $4,652-42.6% | $4,175-36.0% | $4,194-36.3% |
| Participant deferral / active EE | $8,871 | $6,159+44.0% | $5,451+62.7% | $6,396+38.7% |
| Admin fee / account holder | $18,393 | $16,880+9.0% | $14,497+26.9% | $12,562+46.4% |