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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 | $199,914 | $178,174+12.2% | $156,181+28.0% | $137,256+45.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.76% | 84.19%-68.4pp | 64.87%-49.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,276 | $4,972-54.2% | $4,294-47.0% | $4,156-45.2% |
| Participant deferral / active EE | $5,467 | $6,888-20.6% | $6,132-10.8% | $6,407-14.7% |
| Admin fee / account holder | $8,672 | $17,404-50.2% | $14,586-40.5% | $12,270-29.3% |