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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 | $180,938 | $154,228+17.3% | $145,433+24.4% | $137,256+31.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.20% | 74.59%-61.4pp | 66.58%-53.4pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,199 | $4,804-33.4% | $4,554-29.8% | $4,156-23.0% |
| Participant deferral / active EE | $6,186 | $8,216-24.7% | $7,897-21.7% | $6,407-3.5% |
| Admin fee / account holder | $4,899 | $14,344-65.8% | $13,129-62.7% | $12,270-60.1% |