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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 | $236,117 | $185,312+27.4% | $161,489+46.2% | $154,746+52.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 14.71% | 103.84%-89.1pp | 89.72%-75.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,732 | $4,769-63.7% | $4,268-59.4% | $4,379-60.5% |
| Participant deferral / active EE | $6,095 | $6,350-4.0% | $5,630+8.3% | $6,730-9.4% |
| Admin fee / account holder | $1,250 | $18,654-93.3% | $16,006-92.2% | $14,365-91.3% |