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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 | $238,073 | $154,228+54.4% | $145,433+63.7% | $137,256+73.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.77% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,959 | $4,804-38.4% | $4,554-35.0% | $4,156-28.8% |
| Participant deferral / active EE | $17,339 | $8,216+111.0% | $7,897+119.6% | $6,407+170.6% |
| Admin fee / account holder | $4,767 | $14,344-66.8% | $13,129-63.7% | $12,270-61.2% |