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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 | $191,948 | $172,111+11.5% | $150,298+27.7% | $137,256+39.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 12.49% | 69.37%-56.9pp | 62.79%-50.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $8,140 | $4,636+75.6% | $4,154+96.0% | $4,156+95.9% |
| Participant deferral / active EE | $5,292 | $6,166-14.2% | $5,453-2.9% | $6,407-17.4% |
| Admin fee / account holder | $3,645 | $16,471-77.9% | $14,116-74.2% | $12,270-70.3% |