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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 | $198,861 | $172,111+15.5% | $150,298+32.3% | $137,256+44.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.39% | 69.37%-45.0pp | 62.79%-38.4pp | 220.34%-195.9pp |
| Employer contribution / active EE | $13,405 | $4,636+189.1% | $4,154+222.7% | $4,156+222.5% |
| Participant deferral / active EE | $8,548 | $6,166+38.6% | $5,453+56.8% | $6,407+33.4% |
| Admin fee / account holder | $7,408 | $16,471-55.0% | $14,116-47.5% | $12,270-39.6% |