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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 | $190,751 | $165,381+15.3% | $149,730+27.4% | $158,966+20.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.16% | 348.29%-333.1pp | 276.70%-261.5pp | 302.95%-287.8pp |
| Employer contribution / active EE | $3,174 | $5,104-37.8% | $4,645-31.7% | $4,762-33.4% |
| Participant deferral / active EE | $9,000 | $7,182+25.3% | $6,843+31.5% | $5,983+50.4% |
| Admin fee / account holder | $4,750 | $10,809-56.1% | $9,310-49.0% | $11,250-57.8% |