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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 | $206,841 | $154,228+34.1% | $145,433+42.2% | $137,256+50.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.52% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,310 | $4,804-51.9% | $4,554-49.3% | $4,156-44.4% |
| Participant deferral / active EE | $5,275 | $8,216-35.8% | $7,897-33.2% | $6,407-17.7% |
| Admin fee / account holder | $2,803 | $14,344-80.5% | $13,129-78.7% | $12,270-77.2% |