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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 | $192,312 | $156,398+23.0% | $147,318+30.5% | $138,895+38.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.30% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.1pp |
| Employer contribution / active EE | $4,616 | $4,853-4.9% | $4,593+0.5% | $4,194+10.1% |
| Participant deferral / active EE | $14,987 | $8,237+81.9% | $7,906+89.6% | $6,396+134.3% |
| Admin fee / account holder | $13,449 | $14,976-10.2% | $13,708-1.9% | $12,562+7.1% |