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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 | $192,972 | $154,228+25.1% | $145,433+32.7% | $137,256+40.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.10% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $8,279 | $4,804+72.3% | $4,554+81.8% | $4,156+99.2% |
| Participant deferral / active EE | $11,583 | $8,216+41.0% | $7,897+46.7% | $6,407+80.8% |
| Admin fee / account holder | $1,757 | $14,344-87.8% | $13,129-86.6% | $12,270-85.7% |