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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 | $183,920 | $181,062+1.6% | $158,223+16.2% | $155,188+18.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 16.95% | 57.39%-40.4pp | 52.09%-35.1pp | 148.84%-131.9pp |
| Employer contribution / active EE | $5,209 | $4,565+14.1% | $4,109+26.8% | $4,248+22.6% |
| Participant deferral / active EE | $15,386 | $6,134+150.8% | $5,467+181.4% | $6,531+135.6% |
| Admin fee / account holder | $2,698 | $18,825-85.7% | $16,047-83.2% | $14,480-81.4% |