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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 | $204,142 | $154,228+32.4% | $145,433+40.4% | $137,256+48.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 42.84% | 74.59%-31.7pp | 66.58%-23.7pp | 220.34%-177.5pp |
| Employer contribution / active EE | $3,278 | $4,804-31.8% | $4,554-28.0% | $4,156-21.1% |
| Participant deferral / active EE | $10,587 | $8,216+28.8% | $7,897+34.1% | $6,407+65.2% |
| Admin fee / account holder | $8,253 | $14,344-42.5% | $13,129-37.1% | $12,270-32.7% |