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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 | $198,734 | $156,398+27.1% | $147,318+34.9% | $138,895+43.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.88% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.5pp |
| Employer contribution / active EE | $3,483 | $4,853-28.2% | $4,593-24.2% | $4,194-17.0% |
| Participant deferral / active EE | $7,272 | $8,237-11.7% | $7,906-8.0% | $6,396+13.7% |
| Admin fee / account holder | $39,274 | $14,976+162.3% | $13,708+186.5% | $12,562+212.6% |