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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 | $190,618 | $162,785+17.1% | $133,959+42.3% | $158,950+19.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.25% | 41.94%-26.7pp | 45.09%-29.8pp | 302.91%-287.7pp |
| Employer contribution / active EE | $4,727 | $4,975-5.0% | $3,919+20.6% | $4,762-0.7% |
| Participant deferral / active EE | $12,014 | $5,910+103.3% | $5,047+138.0% | $5,983+100.8% |
| Admin fee / account holder | $9,411 | $11,738-19.8% | $8,928+5.4% | $11,248-16.3% |