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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 | $195,923 | $154,228+27.0% | $145,433+34.7% | $137,256+42.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.89% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,666 | $4,804-65.3% | $4,554-63.4% | $4,156-59.9% |
| Participant deferral / active EE | $3,587 | $8,216-56.3% | $7,897-54.6% | $6,407-44.0% |
| Admin fee / account holder | $6,051 | $14,344-57.8% | $13,129-53.9% | $12,270-50.7% |