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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 | $243,826 | $174,379+39.8% | $152,093+60.3% | $138,895+75.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.10% | 74.86%-62.8pp | 66.36%-54.3pp | 145.39%-133.3pp |
| Employer contribution / active EE | $3,135 | $4,652-32.6% | $4,175-24.9% | $4,194-25.3% |
| Participant deferral / active EE | $7,050 | $6,159+14.5% | $5,451+29.3% | $6,396+10.2% |
| Admin fee / account holder | $2,852 | $16,880-83.1% | $14,497-80.3% | $12,562-77.3% |