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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 | $242,335 | $275,752-12.1% | $256,809-5.6% | $198,609+22.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.97% | 34.81%-20.8pp | 32.73%-18.8pp | 202.70%-188.7pp |
| Employer contribution / active EE | $5,855 | $7,721-24.2% | $7,263-19.4% | $5,055+15.8% |
| Participant deferral / active EE | $15,500 | $10,037+54.4% | $9,520+62.8% | $6,977+122.2% |
| Admin fee / account holder | $7,168 | $25,716-72.1% | $25,146-71.5% | $19,030-62.3% |