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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 | $181,062+8.9% | $158,223+24.6% | $155,188+27.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.08% | 57.39%-40.3pp | 52.09%-35.0pp | 148.84%-131.8pp |
| Employer contribution / active EE | $4,859 | $4,565+6.5% | $4,109+18.3% | $4,248+14.4% |
| Participant deferral / active EE | $8,001 | $6,134+30.4% | $5,467+46.4% | $6,531+22.5% |
| Admin fee / account holder | $1,215 | $18,825-93.5% | $16,047-92.4% | $14,480-91.6% |