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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 | $210,283 | $183,627+14.5% | $155,602+35.1% | $145,978+44.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.01% | 61.32%-36.3pp | 64.81%-39.8pp | 550.52%-525.5pp |
| Employer contribution / active EE | $2,592 | $5,316-51.3% | $4,675-44.6% | $4,662-44.4% |
| Participant deferral / active EE | $7,990 | $6,466+23.6% | $5,629+41.9% | $6,690+19.4% |
| Admin fee / account holder | $2,795 | $19,327-85.5% | $15,923-82.4% | $13,400-79.1% |