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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 | $203,615 | $156,398+30.2% | $147,318+38.2% | $138,895+46.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.69% | 78.75%-64.1pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $7,074 | $4,853+45.8% | $4,593+54.0% | $4,194+68.7% |
| Participant deferral / active EE | $6,694 | $8,237-18.7% | $7,906-15.3% | $6,396+4.7% |
| Admin fee / account holder | $918 | $14,976-93.9% | $13,708-93.3% | $12,562-92.7% |