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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 | $248,298 | $172,111+44.3% | $150,298+65.2% | $137,256+80.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.30% | 69.37%-56.1pp | 62.79%-49.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,287 | $4,636-29.1% | $4,154-20.9% | $4,156-20.9% |
| Participant deferral / active EE | $5,460 | $6,166-11.4% | $5,453+0.1% | $6,407-14.8% |
| Admin fee / account holder | $27,423 | $16,471+66.5% | $14,116+94.3% | $12,270+123.5% |