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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 | $233,347 | $181,062+28.9% | $158,223+47.5% | $155,188+50.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.32% | 57.39%-44.1pp | 52.09%-38.8pp | 148.84%-135.5pp |
| Employer contribution / active EE | $2,781 | $4,565-39.1% | $4,109-32.3% | $4,248-34.5% |
| Participant deferral / active EE | $12,620 | $6,134+105.7% | $5,467+130.9% | $6,531+93.2% |
| Admin fee / account holder | $2,825 | $18,825-85.0% | $16,047-82.4% | $14,480-80.5% |