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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 | $180,313 | $174,379+3.4% | $152,093+18.6% | $138,895+29.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.27% | 74.86%-59.6pp | 66.36%-51.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $4,277 | $4,652-8.1% | $4,175+2.4% | $4,194+2.0% |
| Participant deferral / active EE | $4,662 | $6,159-24.3% | $5,451-14.5% | $6,396-27.1% |
| Admin fee / account holder | $2,947 | $16,880-82.5% | $14,497-79.7% | $12,562-76.5% |