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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 | $216,954 | $185,883+16.7% | $170,043+27.6% | $139,466+55.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.76% | 60.54%-39.8pp | 53.40%-32.6pp | 373.66%-352.9pp |
| Employer contribution / active EE | $4,079 | $7,596-46.3% | $6,790-39.9% | $4,754-14.2% |
| Participant deferral / active EE | $19,691 | $11,626+69.4% | $10,410+89.1% | $6,712+193.4% |
| Admin fee / account holder | $2,041 | $15,393-86.7% | $12,824-84.1% | $11,409-82.1% |