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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 | $196,252 | $156,398+25.5% | $147,318+33.2% | $138,895+41.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 30.70% | 78.75%-48.0pp | 70.43%-39.7pp | 145.39%-114.7pp |
| Employer contribution / active EE | $6,749 | $4,853+39.1% | $4,593+47.0% | $4,194+60.9% |
| Participant deferral / active EE | $8,113 | $8,237-1.5% | $7,906+2.6% | $6,396+26.8% |
| Admin fee / account holder | $5,242 | $14,976-65.0% | $13,708-61.8% | $12,562-58.3% |