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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 | $163,701 | $154,228+6.1% | $145,433+12.6% | $137,256+19.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.67% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $4,239 | $4,804-11.8% | $4,554-6.9% | $4,156+2.0% |
| Participant deferral / active EE | $5,734 | $8,216-30.2% | $7,897-27.4% | $6,407-10.5% |
| Admin fee / account holder | $452 | $14,344-96.9% | $13,129-96.6% | $12,270-96.3% |