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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 | $211,054 | $162,136+30.2% | $152,301+38.6% | $154,746+36.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.24% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $4,294 | $4,890-12.2% | $4,624-7.1% | $4,379-1.9% |
| Participant deferral / active EE | $22,436 | $8,341+169.0% | $8,004+180.3% | $6,730+233.4% |
| Admin fee / account holder | $2,182 | $15,759-86.2% | $14,398-84.8% | $14,365-84.8% |