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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 | $201,803 | $154,228+30.8% | $145,433+38.8% | $137,256+47.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.15% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $7,970 | $4,804+65.9% | $4,554+75.0% | $4,156+91.8% |
| Participant deferral / active EE | $30,854 | $8,216+275.5% | $7,897+290.7% | $6,407+381.6% |
| Admin fee / account holder | $3,803 | $14,344-73.5% | $13,129-71.0% | $12,270-69.0% |