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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 | $183,284 | $162,821+12.6% | $133,978+36.8% | $158,982+15.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.40% | 41.95%-32.6pp | 45.10%-35.7pp | 302.99%-293.6pp |
| Employer contribution / active EE | $4,178 | $4,976-16.0% | $3,919+6.6% | $4,763-12.3% |
| Participant deferral / active EE | $5,804 | $5,910-1.8% | $5,047+15.0% | $5,983-3.0% |
| Admin fee / account holder | $19,348 | $11,742+64.8% | $8,930+116.7% | $11,252+72.0% |