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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 | $190,815 | $154,228+23.7% | $145,433+31.2% | $137,256+39.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.23% | 74.59%-56.4pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $8,798 | $4,804+83.1% | $4,554+93.2% | $4,156+111.7% |
| Participant deferral / active EE | $7,889 | $8,216-4.0% | $7,897-0.1% | $6,407+23.1% |
| Admin fee / account holder | $2,111 | $14,344-85.3% | $13,129-83.9% | $12,270-82.8% |