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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 | $194,025 | $154,228+25.8% | $145,433+33.4% | $137,256+41.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.62% | 74.59%-52.0pp | 66.58%-44.0pp | 220.34%-197.7pp |
| Employer contribution / active EE | $2,400 | $4,804-50.0% | $4,554-47.3% | $4,156-42.3% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,570 | $14,344-54.2% | $13,129-50.0% | $12,270-46.5% |