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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 | $248,331 | $154,228+61.0% | $145,433+70.8% | $137,256+80.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.26% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $6,695 | $4,804+39.4% | $4,554+47.0% | $4,156+61.1% |
| Participant deferral / active EE | $8,077 | $8,216-1.7% | $7,897+2.3% | $6,407+26.1% |
| Admin fee / account holder | $11,185 | $14,344-22.0% | $13,129-14.8% | $12,270-8.8% |