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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 | $241,176 | $154,228+56.4% | $145,433+65.8% | $137,256+75.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.23% | 74.59%-61.4pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,597 | $4,804-25.1% | $4,554-21.0% | $4,156-13.4% |
| Participant deferral / active EE | $15,040 | $8,216+83.0% | $7,897+90.4% | $6,407+134.8% |
| Admin fee / account holder | $43,499 | $14,344+203.3% | $13,129+231.3% | $12,270+254.5% |