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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 | $84,598 | $197,603-57.2% | $177,827-52.4% | $158,950-46.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.54% | 58.76%-44.2pp | 48.32%-33.8pp | 302.91%-288.4pp |
| Employer contribution / active EE | $7,225 | $6,698+7.9% | $5,918+22.1% | $4,762+51.7% |
| Participant deferral / active EE | $6,935 | $8,404-17.5% | $7,713-10.1% | $5,983+15.9% |
| Admin fee / account holder | $11,276 | $15,402-26.8% | $12,429-9.3% | $11,248+0.2% |