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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 | $162,136+21.6% | $152,301+29.4% | $154,746+27.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 17.96% | 91.02%-73.1pp | 80.50%-62.5pp | 172.34%-154.4pp |
| Employer contribution / active EE | $13,070 | $4,890+167.3% | $4,624+182.6% | $4,379+198.5% |
| Participant deferral / active EE | $6,855 | $8,341-17.8% | $8,004-14.4% | $6,730+1.8% |
| Admin fee / account holder | $6,279 | $15,759-60.2% | $14,398-56.4% | $14,365-56.3% |