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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 | $225,157 | $178,174+26.4% | $156,181+44.2% | $137,256+64.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.43% | 84.19%-68.8pp | 64.87%-49.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,591 | $4,972-7.7% | $4,294+6.9% | $4,156+10.5% |
| Participant deferral / active EE | $11,571 | $6,888+68.0% | $6,132+88.7% | $6,407+80.6% |
| Admin fee / account holder | $12,903 | $17,404-25.9% | $14,586-11.5% | $12,270+5.2% |