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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 | $196,173 | $154,228+27.2% | $145,433+34.9% | $137,256+42.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.35% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,677 | $4,804-23.5% | $4,554-19.3% | $4,156-11.5% |
| Participant deferral / active EE | $8,427 | $8,216+2.6% | $7,897+6.7% | $6,407+31.5% |
| Admin fee / account holder | $2,748 | $14,344-80.8% | $13,129-79.1% | $12,270-77.6% |