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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 | $156,398+30.5% | $147,318+38.6% | $138,895+47.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 42.84% | 78.75%-35.9pp | 70.43%-27.6pp | 145.39%-102.6pp |
| Employer contribution / active EE | $3,278 | $4,853-32.5% | $4,593-28.6% | $4,194-21.8% |
| Participant deferral / active EE | $10,587 | $8,237+28.5% | $7,906+33.9% | $6,396+65.5% |
| Admin fee / account holder | $8,253 | $14,976-44.9% | $13,708-39.8% | $12,562-34.3% |