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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 | $215,517 | $156,398+37.8% | $147,318+46.3% | $138,895+55.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.28% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,000 | $4,853-58.8% | $4,593-56.5% | $4,194-52.3% |
| Participant deferral / active EE | $3,540 | $8,237-57.0% | $7,906-55.2% | $6,396-44.7% |
| Admin fee / account holder | $7,751 | $14,976-48.2% | $13,708-43.5% | $12,562-38.3% |