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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 | $155,555+27.8% | $146,866+35.3% | $155,188+28.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.88% | 115.41%-102.5pp | 102.85%-90.0pp | 148.84%-136.0pp |
| Employer contribution / active EE | $3,483 | $4,647-25.0% | $4,425-21.3% | $4,248-18.0% |
| Participant deferral / active EE | $7,272 | $8,044-9.6% | $7,759-6.3% | $6,531+11.3% |
| Admin fee / account holder | $39,274 | $14,755+166.2% | $13,620+188.4% | $14,480+171.2% |