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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 | $248,199 | $154,228+60.9% | $145,433+70.7% | $137,256+80.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.04% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,151 | $4,804-34.4% | $4,554-30.8% | $4,156-24.2% |
| Participant deferral / active EE | $7,797 | $8,216-5.1% | $7,897-1.3% | $6,407+21.7% |
| Admin fee / account holder | $38,353 | $14,344+167.4% | $13,129+192.1% | $12,270+212.6% |