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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 | $174,379+5.5% | $152,093+20.9% | $138,895+32.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.95% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $5,209 | $4,652+12.0% | $4,175+24.8% | $4,194+24.2% |
| Participant deferral / active EE | $15,386 | $6,159+149.8% | $5,451+182.2% | $6,396+140.6% |
| Admin fee / account holder | $2,698 | $16,880-84.0% | $14,497-81.4% | $12,562-78.5% |