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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 | $197,082 | $154,228+27.8% | $145,433+35.5% | $137,256+43.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.96% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $13,070 | $4,804+172.1% | $4,554+187.0% | $4,156+214.5% |
| Participant deferral / active EE | $6,855 | $8,216-16.6% | $7,897-13.2% | $6,407+7.0% |
| Admin fee / account holder | $6,279 | $14,344-56.2% | $13,129-52.2% | $12,270-48.8% |