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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 | $243,826 | $185,312+31.6% | $161,489+51.0% | $154,746+57.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 12.10% | 103.84%-91.7pp | 89.72%-77.6pp | 172.34%-160.2pp |
| Employer contribution / active EE | $3,135 | $4,769-34.3% | $4,268-26.5% | $4,379-28.4% |
| Participant deferral / active EE | $7,050 | $6,350+11.0% | $5,630+25.2% | $6,730+4.7% |
| Admin fee / account holder | $2,852 | $18,654-84.7% | $16,006-82.2% | $14,365-80.1% |