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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 | $228,687 | $174,379+31.1% | $152,093+50.4% | $138,895+64.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 15.60% | 74.86%-59.3pp | 66.36%-50.8pp | 145.39%-129.8pp |
| Employer contribution / active EE | $5,220 | $4,652+12.2% | $4,175+25.0% | $4,194+24.5% |
| Participant deferral / active EE | $8,551 | $6,159+38.8% | $5,451+56.9% | $6,396+33.7% |
| Admin fee / account holder | $6,193 | $16,880-63.3% | $14,497-57.3% | $12,562-50.7% |