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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 | $206,871 | $185,312+11.6% | $161,489+28.1% | $154,746+33.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.75% | 103.84%-93.1pp | 89.72%-79.0pp | 172.34%-161.6pp |
| Employer contribution / active EE | $14,231 | $4,769+198.4% | $4,268+233.4% | $4,379+225.0% |
| Participant deferral / active EE | $15,473 | $6,350+143.7% | $5,630+174.8% | $6,730+129.9% |
| Admin fee / account holder | $1,951 | $18,654-89.5% | $16,006-87.8% | $14,365-86.4% |