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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 | $186,766 | $154,228+21.1% | $145,433+28.4% | $137,256+36.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.01% | 74.59%-61.6pp | 66.58%-53.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $7,972 | $4,804+65.9% | $4,554+75.0% | $4,156+91.8% |
| Participant deferral / active EE | $4,186 | $8,216-49.0% | $7,897-47.0% | $6,407-34.7% |
| Admin fee / account holder | $3,464 | $14,344-75.8% | $13,129-73.6% | $12,270-71.8% |