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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 | $202,271 | $154,228+31.2% | $145,433+39.1% | $137,256+47.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.62% | 74.59%-61.0pp | 66.58%-53.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $6,261 | $4,804+30.3% | $4,554+37.5% | $4,156+50.6% |
| Participant deferral / active EE | $5,875 | $8,216-28.5% | $7,897-25.6% | $6,407-8.3% |
| Admin fee / account holder | $1,649 | $14,344-88.5% | $13,129-87.4% | $12,270-86.6% |