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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 | $218,766 | $100,970+116.7% | $96,576+126.5% | $137,256+59.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.48% | 38.16%-17.7pp | 38.47%-18.0pp | 220.34%-199.9pp |
| Employer contribution / active EE | $4,818 | $3,809+26.5% | $3,553+35.6% | $4,156+15.9% |
| Participant deferral / active EE | $11,464 | $8,286+38.3% | $7,956+44.1% | $6,407+78.9% |
| Admin fee / account holder | $6,283 | $11,312-44.5% | $11,381-44.8% | $12,270-48.8% |