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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 | $205,029 | $154,228+32.9% | $145,433+41.0% | $137,256+49.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.74% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $28,445 | $4,804+492.1% | $4,554+524.5% | $4,156+584.4% |
| Participant deferral / active EE | $6,404 | $8,216-22.1% | $7,897-18.9% | $6,4070% |
| Admin fee / account holder | $2,803 | $14,344-80.5% | $13,129-78.6% | $12,270-77.2% |