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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 | $231,497 | $178,174+29.9% | $156,181+48.2% | $137,256+68.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.07% | 84.19%-70.1pp | 64.87%-50.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,757 | $4,972-44.6% | $4,294-35.8% | $4,156-33.7% |
| Participant deferral / active EE | $8,465 | $6,888+22.9% | $6,132+38.0% | $6,407+32.1% |
| Admin fee / account holder | $5,651 | $17,404-67.5% | $14,586-61.3% | $12,270-53.9% |