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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 | $199,683 | $156,398+27.7% | $147,318+35.5% | $138,895+43.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.61% | 78.75%-65.1pp | 70.43%-56.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $2,746 | $4,853-43.4% | $4,593-40.2% | $4,194-34.5% |
| Participant deferral / active EE | $4,383 | $8,237-46.8% | $7,906-44.6% | $6,396-31.5% |
| Admin fee / account holder | $3,550 | $14,976-76.3% | $13,708-74.1% | $12,562-71.7% |