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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 | $187,166 | $178,174+5.0% | $156,181+19.8% | $137,256+36.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.80% | 84.19%-67.4pp | 64.87%-48.1pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,762 | $4,972-64.6% | $4,294-59.0% | $4,156-57.6% |
| Participant deferral / active EE | $5,898 | $6,888-14.4% | $6,132-3.8% | $6,407-7.9% |
| Admin fee / account holder | $2,136 | $17,404-87.7% | $14,586-85.4% | $12,270-82.6% |