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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 | $197,140 | $174,379+13.1% | $152,093+29.6% | $138,895+41.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.08% | 74.86%-57.8pp | 66.36%-49.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $4,859 | $4,652+4.5% | $4,175+16.4% | $4,194+15.9% |
| Participant deferral / active EE | $8,001 | $6,159+29.9% | $5,451+46.8% | $6,396+25.1% |
| Admin fee / account holder | $1,215 | $16,880-92.8% | $14,497-91.6% | $12,562-90.3% |