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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 | $245,502 | $172,111+42.6% | $150,298+63.3% | $137,256+78.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.46% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $5,350 | $4,636+15.4% | $4,154+28.8% | $4,156+28.7% |
| Participant deferral / active EE | $6,018 | $6,166-2.4% | $5,453+10.4% | $6,407-6.1% |
| Admin fee / account holder | $5,356 | $16,471-67.5% | $14,116-62.1% | $12,270-56.3% |