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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 | $231,800 | $154,228+50.3% | $145,433+59.4% | $137,256+68.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.94% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $7,007 | $4,804+45.9% | $4,554+53.9% | $4,156+68.6% |
| Participant deferral / active EE | $24,881 | $8,216+202.8% | $7,897+215.0% | $6,407+288.3% |
| Admin fee / account holder | $686 | $14,344-95.2% | $13,129-94.8% | $12,270-94.4% |