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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 | $220,923 | $155,555+42.0% | $146,866+50.4% | $155,188+42.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 13.22% | 115.41%-102.2pp | 102.85%-89.6pp | 148.84%-135.6pp |
| Employer contribution / active EE | $5,908 | $4,647+27.1% | $4,425+33.5% | $4,248+39.1% |
| Participant deferral / active EE | $3,105 | $8,044-61.4% | $7,759-60.0% | $6,531-52.5% |
| Admin fee / account holder | $24,040 | $14,755+62.9% | $13,620+76.5% | $14,480+66.0% |