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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 | $211,258 | $156,398+35.1% | $147,318+43.4% | $138,895+52.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.41% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,500 | $4,853-69.1% | $4,593-67.3% | $4,194-64.2% |
| Participant deferral / active EE | $14,800 | $8,237+79.7% | $7,906+87.2% | $6,396+131.4% |
| Admin fee / account holder | $2,716 | $14,976-81.9% | $13,708-80.2% | $12,562-78.4% |