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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 | $184,401 | $183,627+0.4% | $155,602+18.5% | $145,978+26.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.36% | 61.32%-49.0pp | 64.81%-52.4pp | 550.52%-538.2pp |
| Employer contribution / active EE | $7,099 | $5,316+33.5% | $4,675+51.8% | $4,662+52.3% |
| Participant deferral / active EE | $7,000 | $6,466+8.3% | $5,629+24.4% | $6,690+4.6% |
| Admin fee / account holder | $3,478 | $19,327-82.0% | $15,923-78.2% | $13,400-74.0% |