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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 | $226,485 | $183,627+23.3% | $155,602+45.6% | $145,978+55.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.82% | 61.32%-49.5pp | 64.81%-53.0pp | 550.52%-538.7pp |
| Employer contribution / active EE | $1,893 | $5,316-64.4% | $4,675-59.5% | $4,662-59.4% |
| Participant deferral / active EE | $15,984 | $6,466+147.2% | $5,629+184.0% | $6,690+138.9% |
| Admin fee / account holder | $1,325 | $19,327-93.1% | $15,923-91.7% | $13,400-90.1% |