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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 | $174,380 | $172,111+1.3% | $150,298+16.0% | $137,256+27.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.18% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,951 | $4,636-57.9% | $4,154-53.0% | $4,156-53.1% |
| Participant deferral / active EE | $2,962 | $6,166-52.0% | $5,453-45.7% | $6,407-53.8% |
| Admin fee / account holder | $4,763 | $16,471-71.1% | $14,116-66.3% | $12,270-61.2% |