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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 | $226,589 | $196,972+15.0% | $182,262+24.3% | $198,609+14.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 13.68% | 158.27%-144.6pp | 140.60%-126.9pp | 202.70%-189.0pp |
| Employer contribution / active EE | $4,903 | $5,364-8.6% | $5,046-2.8% | $5,055-3.0% |
| Participant deferral / active EE | $13,951 | $8,643+61.4% | $8,276+68.6% | $6,977+100.0% |
| Admin fee / account holder | $2,285 | $18,429-87.6% | $16,712-86.3% | $19,030-88.0% |