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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 | $229,245 | $197,603+16.0% | $177,827+28.9% | $158,950+44.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.46% | 58.76%-40.3pp | 48.32%-29.9pp | 302.91%-284.5pp |
| Employer contribution / active EE | $3,758 | $6,698-43.9% | $5,918-36.5% | $4,762-21.1% |
| Participant deferral / active EE | $13,475 | $8,404+60.3% | $7,713+74.7% | $5,983+125.2% |
| Admin fee / account holder | $732 | $15,402-95.2% | $12,429-94.1% | $11,248-93.5% |