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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 | $215,977 | $154,228+40.0% | $145,433+48.5% | $137,256+57.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.54% | 74.59%-61.1pp | 66.58%-53.0pp | 220.34%-206.8pp |
| Employer contribution / active EE | $4,765 | $4,804-0.8% | $4,554+4.6% | $4,156+14.6% |
| Participant deferral / active EE | $4,646 | $8,216-43.4% | $7,897-41.2% | $6,407-27.5% |
| Admin fee / account holder | $1,591 | $14,344-88.9% | $13,129-87.9% | $12,270-87.0% |