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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 | $220,790 | $275,752-19.9% | $256,809-14.0% | $198,609+11.2% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 14.20% | 34.81%-20.6pp | 32.73%-18.5pp | 202.70%-188.5pp |
| Employer contribution / active EE | $3,992 | $7,721-48.3% | $7,263-45.0% | $5,055-21.0% |
| Participant deferral / active EE | $7,538 | $10,037-24.9% | $9,520-20.8% | $6,977+8.0% |
| Admin fee / account holder | $3,535 | $25,716-86.3% | $25,146-85.9% | $19,030-81.4% |