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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 | $195,846 | $112,729+73.7% | $98,716+98.4% | $137,256+42.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.82% | 38.48%-24.7pp | 31.81%-18.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,789 | $2,725+2.3% | $2,279+22.4% | $4,156-32.9% |
| Participant deferral / active EE | $5,911 | $4,640+27.4% | $4,048+46.0% | $6,407-7.7% |
| Admin fee / account holder | $13,978 | $10,129+38.0% | $8,703+60.6% | $12,270+13.9% |