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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 | $216,020 | $154,228+40.1% | $145,433+48.5% | $137,256+57.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.31% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $5,797 | $4,804+20.7% | $4,554+27.3% | $4,156+39.5% |
| Participant deferral / active EE | $17,875 | $8,216+117.6% | $7,897+126.3% | $6,407+179.0% |
| Admin fee / account holder | $1,376 | $14,344-90.4% | $13,129-89.5% | $12,270-88.8% |