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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 | $208,762 | $185,312+12.7% | $161,489+29.3% | $154,746+34.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.14% | 103.84%-93.7pp | 89.72%-79.6pp | 172.34%-162.2pp |
| Employer contribution / active EE | $2,723 | $4,769-42.9% | $4,268-36.2% | $4,379-37.8% |
| Participant deferral / active EE | $6,619 | $6,350+4.2% | $5,630+17.6% | $6,730-1.7% |
| Admin fee / account holder | $58,416 | $18,654+213.1% | $16,006+265.0% | $14,365+306.6% |