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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 | $220,991 | $185,312+19.3% | $161,489+36.8% | $154,746+42.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.96% | 103.84%-88.9pp | 89.72%-74.8pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,301 | $4,769-51.8% | $4,268-46.1% | $4,379-47.5% |
| Participant deferral / active EE | $7,231 | $6,350+13.9% | $5,630+28.4% | $6,730+7.4% |
| Admin fee / account holder | $2,021 | $18,654-89.2% | $16,006-87.4% | $14,365-85.9% |