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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 | $233,049 | $174,379+33.6% | $152,093+53.2% | $138,895+67.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.91% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,322 | $4,652-50.1% | $4,175-44.4% | $4,194-44.6% |
| Participant deferral / active EE | $10,256 | $6,159+66.5% | $5,451+88.1% | $6,396+60.3% |
| Admin fee / account holder | $972 | $16,880-94.2% | $14,497-93.3% | $12,562-92.3% |