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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 | $239,341 | $185,312+29.2% | $161,489+48.2% | $154,746+54.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.16% | 103.84%-91.7pp | 89.72%-77.6pp | 172.34%-160.2pp |
| Employer contribution / active EE | $7,000 | $4,769+46.8% | $4,268+64.0% | $4,379+59.9% |
| Participant deferral / active EE | $15,500 | $6,350+144.1% | $5,630+175.3% | $6,730+130.3% |
| Admin fee / account holder | $2,329 | $18,654-87.5% | $16,006-85.4% | $14,365-83.8% |