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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 | $181,062+27.3% | $158,223+45.7% | $155,188+48.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.92% | 57.39%-39.5pp | 52.09%-34.2pp | 148.84%-130.9pp |
| Employer contribution / active EE | $3,367 | $4,565-26.2% | $4,109-18.1% | $4,248-20.7% |
| Participant deferral / active EE | $17,001 | $6,134+177.1% | $5,467+211.0% | $6,531+160.3% |
| Admin fee / account holder | $2,261 | $18,825-88.0% | $16,047-85.9% | $14,480-84.4% |