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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 | $181,062+33.4% | $158,223+52.7% | $155,188+55.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.95% | 57.39%-44.4pp | 52.09%-39.1pp | 148.84%-135.9pp |
| Employer contribution / active EE | $2,080 | $4,565-54.4% | $4,109-49.4% | $4,248-51.0% |
| Participant deferral / active EE | $9,943 | $6,134+62.1% | $5,467+81.9% | $6,531+52.2% |
| Admin fee / account holder | $1,078 | $18,825-94.3% | $16,047-93.3% | $14,480-92.6% |