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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 | $154,228+36.8% | $145,433+45.1% | $137,256+53.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.24% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,294 | $4,804-10.6% | $4,554-5.7% | $4,156+3.3% |
| Participant deferral / active EE | $22,436 | $8,216+173.1% | $7,897+184.1% | $6,407+250.2% |
| Admin fee / account holder | $2,182 | $14,344-84.8% | $13,129-83.4% | $12,270-82.2% |