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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 | $186,573 | $178,174+4.7% | $156,181+19.5% | $137,256+35.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 17.40% | 84.19%-66.8pp | 64.87%-47.5pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,351 | $4,972-52.7% | $4,294-45.2% | $4,156-43.4% |
| Participant deferral / active EE | $15,250 | $6,888+121.4% | $6,132+148.7% | $6,407+138.0% |
| Admin fee / account holder | $1,704 | $17,404-90.2% | $14,586-88.3% | $12,270-86.1% |