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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 | $206,222 | $156,398+31.9% | $147,318+40.0% | $138,895+48.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.38% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.0pp |
| Employer contribution / active EE | $2,395 | $4,853-50.7% | $4,593-47.9% | $4,194-42.9% |
| Participant deferral / active EE | $6,613 | $8,237-19.7% | $7,906-16.4% | $6,396+3.4% |
| Admin fee / account holder | $14,975 | $14,9760% | $13,708+9.2% | $12,562+19.2% |