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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 | $205,923 | $174,379+18.1% | $152,093+35.4% | $138,895+48.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.92% | 74.86%-61.9pp | 66.36%-53.4pp | 145.39%-132.5pp |
| Employer contribution / active EE | $8,639 | $4,652+85.7% | $4,175+106.9% | $4,194+106.0% |
| Participant deferral / active EE | $7,443 | $6,159+20.8% | $5,451+36.5% | $6,396+16.4% |
| Admin fee / account holder | $3,366 | $16,880-80.1% | $14,497-76.8% | $12,562-73.2% |