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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 | $205,923 | $181,062+13.7% | $158,223+30.1% | $155,188+32.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.92% | 57.39%-44.5pp | 52.09%-39.2pp | 148.84%-135.9pp |
| Employer contribution / active EE | $8,639 | $4,565+89.3% | $4,109+110.3% | $4,248+103.4% |
| Participant deferral / active EE | $7,443 | $6,134+21.3% | $5,467+36.1% | $6,531+14.0% |
| Admin fee / account holder | $3,366 | $18,825-82.1% | $16,047-79.0% | $14,480-76.8% |