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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 | $194,760 | $178,174+9.3% | $156,181+24.7% | $137,256+41.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.99% | 84.19%-71.2pp | 64.87%-51.9pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,767 | $4,972-44.3% | $4,294-35.6% | $4,156-33.4% |
| Participant deferral / active EE | $12,730 | $6,888+84.8% | $6,132+107.6% | $6,407+98.7% |
| Admin fee / account holder | $1,521 | $17,404-91.3% | $14,586-89.6% | $12,270-87.6% |