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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 | $204,863 | $172,111+19.0% | $150,298+36.3% | $137,256+49.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.39% | 69.37%-50.0pp | 62.79%-43.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $4,896 | $4,636+5.6% | $4,154+17.9% | $4,156+17.8% |
| Participant deferral / active EE | $10,299 | $6,166+67.0% | $5,453+88.9% | $6,407+60.8% |
| Admin fee / account holder | $2,259 | $16,471-86.3% | $14,116-84.0% | $12,270-81.6% |