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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 | $193,764 | $154,228+25.6% | $145,433+33.2% | $137,256+41.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.43% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,928 | $4,804-39.0% | $4,554-35.7% | $4,156-29.5% |
| Participant deferral / active EE | $14,029 | $8,216+70.7% | $7,897+77.6% | $6,407+119.0% |
| Admin fee / account holder | $2,194 | $14,344-84.7% | $13,129-83.3% | $12,270-82.1% |