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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 | $232,835 | $185,312+25.6% | $161,489+44.2% | $154,746+50.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.78% | 103.84%-87.1pp | 89.72%-72.9pp | 172.34%-155.6pp |
| Employer contribution / active EE | $4,094 | $4,769-14.2% | $4,268-4.1% | $4,379-6.5% |
| Participant deferral / active EE | $10,333 | $6,350+62.7% | $5,630+83.5% | $6,730+53.5% |
| Admin fee / account holder | $1,464 | $18,654-92.2% | $16,006-90.9% | $14,365-89.8% |