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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 | $203,381 | $172,111+18.2% | $150,298+35.3% | $137,256+48.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.93% | 69.37%-54.4pp | 62.79%-47.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $4,336 | $4,636-6.5% | $4,154+4.4% | $4,156+4.3% |
| Participant deferral / active EE | $7,243 | $6,166+17.5% | $5,453+32.8% | $6,407+13.0% |
| Admin fee / account holder | $14,444 | $16,471-12.3% | $14,116+2.3% | $12,270+17.7% |