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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 | $214,937 | $185,312+16.0% | $161,489+33.1% | $154,746+38.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.59% | 103.84%-84.3pp | 89.72%-70.1pp | 172.34%-152.7pp |
| Employer contribution / active EE | $2,230 | $4,769-53.2% | $4,268-47.8% | $4,379-49.1% |
| Participant deferral / active EE | $4,606 | $6,350-27.5% | $5,630-18.2% | $6,730-31.6% |
| Admin fee / account holder | $1,303 | $18,654-93.0% | $16,006-91.9% | $14,365-90.9% |