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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 | $215,046 | $185,312+16.0% | $161,489+33.2% | $154,746+39.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 11.62% | 103.84%-92.2pp | 89.72%-78.1pp | 172.34%-160.7pp |
| Employer contribution / active EE | $2,876 | $4,769-39.7% | $4,268-32.6% | $4,379-34.3% |
| Participant deferral / active EE | $3,850 | $6,350-39.4% | $5,630-31.6% | $6,730-42.8% |
| Admin fee / account holder | $28,026 | $18,654+50.2% | $16,006+75.1% | $14,365+95.1% |