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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 | $200,721 | $154,228+30.1% | $145,433+38.0% | $137,256+46.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.00% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,173 | $4,804-54.8% | $4,554-52.3% | $4,156-47.7% |
| Participant deferral / active EE | $9,854 | $8,216+19.9% | $7,897+24.8% | $6,407+53.8% |
| Admin fee / account holder | $2,386 | $14,344-83.4% | $13,129-81.8% | $12,270-80.6% |