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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 | $207,973 | $185,312+12.2% | $161,489+28.8% | $154,746+34.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.38% | 103.84%-87.5pp | 89.72%-73.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $9,298 | $4,769+95.0% | $4,268+117.8% | $4,379+112.3% |
| Participant deferral / active EE | $8,541 | $6,350+34.5% | $5,630+51.7% | $6,730+26.9% |
| Admin fee / account holder | $1,396 | $18,654-92.5% | $16,006-91.3% | $14,365-90.3% |