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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 | $204,548 | $154,228+32.6% | $145,433+40.6% | $137,256+49.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.99% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $5,503 | $4,804+14.5% | $4,554+20.8% | $4,156+32.4% |
| Participant deferral / active EE | $24,154 | $8,216+194.0% | $7,897+205.9% | $6,407+277.0% |
| Admin fee / account holder | $1,220 | $14,344-91.5% | $13,129-90.7% | $12,270-90.1% |