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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 | $199,269 | $172,111+15.8% | $150,298+32.6% | $137,256+45.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.48% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $9,137 | $4,636+97.1% | $4,154+119.9% | $4,156+119.8% |
| Participant deferral / active EE | $5,707 | $6,166-7.4% | $5,453+4.7% | $6,407-10.9% |
| Admin fee / account holder | $1,687 | $16,471-89.8% | $14,116-88.0% | $12,270-86.2% |