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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 | $217,579 | $114,119+90.7% | $107,187+103.0% | $138,895+56.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.47% | 273.21%-256.7pp | 204.55%-188.1pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,336 | $4,059-17.8% | $3,782-11.8% | $4,194-20.5% |
| Participant deferral / active EE | $13,272 | $5,538+139.7% | $5,096+160.4% | $6,396+107.5% |
| Admin fee / account holder | $1,470 | $10,024-85.3% | $9,162-84.0% | $12,562-88.3% |