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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 | $198,417 | $154,228+28.7% | $145,433+36.4% | $137,256+44.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.90% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $6,613 | $4,804+37.7% | $4,554+45.2% | $4,156+59.1% |
| Participant deferral / active EE | $31,119 | $8,216+278.7% | $7,897+294.0% | $6,407+385.7% |
| Admin fee / account holder | $2,205 | $14,344-84.6% | $13,129-83.2% | $12,270-82.0% |