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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 | $228,195 | $174,379+30.9% | $152,093+50.0% | $138,895+64.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.26% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $6,518 | $4,652+40.1% | $4,175+56.1% | $4,194+55.4% |
| Participant deferral / active EE | $5,989 | $6,159-2.8% | $5,451+9.9% | $6,396-6.4% |
| Admin fee / account holder | $5,142 | $16,880-69.5% | $14,497-64.5% | $12,562-59.1% |