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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 | $203,268 | $154,228+31.8% | $145,433+39.8% | $137,256+48.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.17% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $5,273 | $4,804+9.8% | $4,554+15.8% | $4,156+26.9% |
| Participant deferral / active EE | $10,297 | $8,216+25.3% | $7,897+30.4% | $6,407+60.7% |
| Admin fee / account holder | $1,944 | $14,344-86.4% | $13,129-85.2% | $12,270-84.2% |