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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 | $241,570 | $174,379+38.5% | $152,093+58.8% | $138,895+73.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.95% | 74.86%-61.9pp | 66.36%-53.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,080 | $4,652-55.3% | $4,175-50.2% | $4,194-50.4% |
| Participant deferral / active EE | $9,943 | $6,159+61.4% | $5,451+82.4% | $6,396+55.4% |
| Admin fee / account holder | $1,078 | $16,880-93.6% | $14,497-92.6% | $12,562-91.4% |