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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 | $189,578 | $157,304+20.5% | $141,197+34.3% | $152,909+24.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.62% | 64.34%-45.7pp | 71.41%-52.8pp | 345.46%-326.8pp |
| Employer contribution / active EE | $3,705 | $5,263-29.6% | $4,736-21.8% | $4,764-22.2% |
| Participant deferral / active EE | $9,477 | $7,111+33.3% | $6,710+41.2% | $5,851+62.0% |
| Admin fee / account holder | $13,634 | $12,126+12.4% | $10,265+32.8% | $11,601+17.5% |