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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 | $242,197 | $154,228+57.0% | $145,433+66.5% | $137,256+76.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.96% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,138 | $4,804-55.5% | $4,554-53.1% | $4,156-48.6% |
| Participant deferral / active EE | $10,590 | $8,216+28.9% | $7,897+34.1% | $6,407+65.3% |
| Admin fee / account holder | $20,077 | $14,344+40.0% | $13,129+52.9% | $12,270+63.6% |