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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 | $230,574 | $185,312+24.4% | $161,489+42.8% | $154,746+49.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.92% | 103.84%-85.9pp | 89.72%-71.8pp | 172.34%-154.4pp |
| Employer contribution / active EE | $3,367 | $4,769-29.4% | $4,268-21.1% | $4,379-23.1% |
| Participant deferral / active EE | $17,001 | $6,350+167.7% | $5,630+202.0% | $6,730+152.6% |
| Admin fee / account holder | $2,261 | $18,654-87.9% | $16,006-85.9% | $14,365-84.3% |