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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 | $217,026 | $156,398+38.8% | $147,318+47.3% | $138,895+56.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.50% | 78.75%-65.2pp | 70.43%-56.9pp | 145.39%-131.9pp |
| Employer contribution / active EE | $4,298 | $4,853-11.4% | $4,593-6.4% | $4,194+2.5% |
| Participant deferral / active EE | $9,835 | $8,237+19.4% | $7,906+24.4% | $6,396+53.8% |
| Admin fee / account holder | $14,046 | $14,976-6.2% | $13,708+2.5% | $12,562+11.8% |