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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 | $197,516 | $156,398+26.3% | $147,318+34.1% | $138,895+42.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.13% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $3,389 | $4,853-30.2% | $4,593-26.2% | $4,194-19.2% |
| Participant deferral / active EE | $4,154 | $8,237-49.6% | $7,906-47.5% | $6,396-35.1% |
| Admin fee / account holder | $2,695 | $14,976-82.0% | $13,708-80.3% | $12,562-78.5% |