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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 | $236,877 | $172,111+37.6% | $150,298+57.6% | $137,256+72.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 26.98% | 69.37%-42.4pp | 62.79%-35.8pp | 220.34%-193.4pp |
| Employer contribution / active EE | $4,439 | $4,636-4.3% | $4,154+6.9% | $4,156+6.8% |
| Participant deferral / active EE | $6,002 | $6,166-2.7% | $5,453+10.1% | $6,407-6.3% |
| Admin fee / account holder | $8,487 | $16,471-48.5% | $14,116-39.9% | $12,270-30.8% |