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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 | $174,804 | $209,336-16.5% | $197,124-11.3% | $137,256+27.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 64.31% | 48.09%+16.2pp | 44.34%+20.0pp | 220.34%-156.0pp |
| Employer contribution / active EE | $6,490 | $6,591-1.5% | $6,227+4.2% | $4,156+56.2% |
| Participant deferral / active EE | $8,436 | $9,614-12.3% | $9,135-7.7% | $6,407+31.7% |
| Admin fee / account holder | $11,562 | $17,308-33.2% | $16,298-29.1% | $12,270-5.8% |