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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 | $231,064 | $156,398+47.7% | $147,318+56.8% | $138,895+66.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.41% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $6,241 | $4,853+28.6% | $4,593+35.9% | $4,194+48.8% |
| Participant deferral / active EE | $11,668 | $8,237+41.6% | $7,906+47.6% | $6,396+82.4% |
| Admin fee / account holder | $1,058 | $14,976-92.9% | $13,708-92.3% | $12,562-91.6% |