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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 | $214,704 | $172,111+24.7% | $150,298+42.9% | $137,256+56.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.57% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,272 | $4,636-29.4% | $4,154-21.2% | $4,156-21.3% |
| Participant deferral / active EE | $10,428 | $6,166+69.1% | $5,453+91.3% | $6,407+62.8% |
| Admin fee / account holder | $12,251 | $16,471-25.6% | $14,116-13.2% | $12,270-0.2% |