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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 | $220,072 | $185,312+18.8% | $161,489+36.3% | $154,746+42.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.51% | 103.84%-84.3pp | 89.72%-70.2pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,498 | $4,769-68.6% | $4,268-64.9% | $4,379-65.8% |
| Participant deferral / active EE | $7,375 | $6,350+16.1% | $5,630+31.0% | $6,730+9.6% |
| Admin fee / account holder | $565 | $18,654-97.0% | $16,006-96.5% | $14,365-96.1% |