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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 | $194,429 | $154,228+26.1% | $145,433+33.7% | $137,256+41.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.19% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,081 | $4,804-35.9% | $4,554-32.4% | $4,156-25.9% |
| Participant deferral / active EE | $7,405 | $8,216-9.9% | $7,897-6.2% | $6,407+15.6% |
| Admin fee / account holder | $4,641 | $14,344-67.6% | $13,129-64.7% | $12,270-62.2% |