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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 | $178,243 | $172,111+3.6% | $150,298+18.6% | $137,256+29.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.07% | 69.37%-51.3pp | 62.79%-44.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,899 | $4,636+5.7% | $4,154+17.9% | $4,156+17.9% |
| Participant deferral / active EE | $21,811 | $6,166+253.7% | $5,453+300.0% | $6,407+240.4% |
| Admin fee / account holder | $1,104 | $16,471-93.3% | $14,116-92.2% | $12,270-91.0% |