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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 | $188,165 | $182,442+3.1% | $163,379+15.2% | $138,895+35.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 15.18% | 72.74%-57.6pp | 63.41%-48.2pp | 145.39%-130.2pp |
| Employer contribution / active EE | $5,266 | $4,159+26.6% | $3,752+40.3% | $4,194+25.6% |
| Participant deferral / active EE | $8,809 | $6,817+29.2% | $6,282+40.2% | $6,396+37.7% |
| Admin fee / account holder | $20,085 | $10,396+93.2% | $9,818+104.6% | $12,562+59.9% |