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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 | $156,398+24.3% | $147,318+32.0% | $138,895+40.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.19% | 78.75%-61.6pp | 70.43%-53.2pp | 145.39%-128.2pp |
| Employer contribution / active EE | $3,081 | $4,853-36.5% | $4,593-32.9% | $4,194-26.5% |
| Participant deferral / active EE | $7,405 | $8,237-10.1% | $7,906-6.3% | $6,396+15.8% |
| Admin fee / account holder | $4,641 | $14,976-69.0% | $13,708-66.1% | $12,562-63.1% |