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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 | $174,645 | $209,336-16.6% | $197,124-11.4% | $137,256+27.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.73% | 48.09%-31.4pp | 44.34%-27.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $7,867 | $6,591+19.4% | $6,227+26.3% | $4,156+89.3% |
| Participant deferral / active EE | $10,454 | $9,614+8.7% | $9,135+14.4% | $6,407+63.2% |
| Admin fee / account holder | $15,613 | $17,308-9.8% | $16,298-4.2% | $12,270+27.2% |