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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 | $214,004 | $154,228+38.8% | $145,433+47.1% | $137,256+55.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.64% | 74.59%-60.0pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $3,910 | $4,804-18.6% | $4,554-14.2% | $4,156-5.9% |
| Participant deferral / active EE | $6,955 | $8,216-15.4% | $7,897-11.9% | $6,407+8.6% |
| Admin fee / account holder | $89,008 | $14,344+520.5% | $13,129+577.9% | $12,270+625.4% |