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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 | $202,330 | $172,111+17.6% | $150,298+34.6% | $137,256+47.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.21% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $5,190 | $4,636+11.9% | $4,154+24.9% | $4,156+24.9% |
| Participant deferral / active EE | $7,448 | $6,166+20.8% | $5,453+36.6% | $6,407+16.3% |
| Admin fee / account holder | $7,762 | $16,471-52.9% | $14,116-45.0% | $12,270-36.7% |