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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 | $192,014 | $154,228+24.5% | $145,433+32.0% | $137,256+39.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.70% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $7,885 | $4,804+64.1% | $4,554+73.1% | $4,156+89.7% |
| Participant deferral / active EE | $13,116 | $8,216+59.6% | $7,897+66.1% | $6,407+104.7% |
| Admin fee / account holder | $5,002 | $14,344-65.1% | $13,129-61.9% | $12,270-59.2% |