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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 | $198,330 | $165,399+19.9% | $149,745+32.4% | $158,982+24.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.74% | 348.34%-331.6pp | 276.72%-260.0pp | 302.99%-286.3pp |
| Employer contribution / active EE | $3,556 | $5,105-30.3% | $4,646-23.5% | $4,763-25.3% |
| Participant deferral / active EE | $7,239 | $7,183+0.8% | $6,843+5.8% | $5,983+21.0% |
| Admin fee / account holder | $4,006 | $10,811-62.9% | $9,312-57.0% | $11,252-64.4% |