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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 | $210,466 | $174,379+20.7% | $152,093+38.4% | $138,895+51.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.09% | 74.86%-63.8pp | 66.36%-55.3pp | 145.39%-134.3pp |
| Employer contribution / active EE | $5,483 | $4,652+17.9% | $4,175+31.3% | $4,194+30.7% |
| Participant deferral / active EE | $11,959 | $6,159+94.2% | $5,451+119.4% | $6,396+87.0% |
| Admin fee / account holder | $2,006 | $16,880-88.1% | $14,497-86.2% | $12,562-84.0% |