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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 | $198,322 | $154,228+28.6% | $145,433+36.4% | $137,256+44.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.05% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,902 | $4,804-18.8% | $4,554-14.3% | $4,156-6.1% |
| Participant deferral / active EE | $7,025 | $8,216-14.5% | $7,897-11.0% | $6,407+9.7% |
| Admin fee / account holder | $29,303 | $14,344+104.3% | $13,129+123.2% | $12,270+138.8% |