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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 | $217,444 | $172,111+26.3% | $150,298+44.7% | $137,256+58.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.45% | 69.37%-52.9pp | 62.79%-46.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,958 | $4,636-14.6% | $4,154-4.7% | $4,156-4.8% |
| Participant deferral / active EE | $21,881 | $6,166+254.9% | $5,453+301.3% | $6,407+241.5% |
| Admin fee / account holder | $2,056 | $16,471-87.5% | $14,116-85.4% | $12,270-83.2% |