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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 | $213,594 | $172,111+24.1% | $150,298+42.1% | $137,256+55.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.03% | 69.37%-54.3pp | 62.79%-47.8pp | 220.34%-205.3pp |
| Employer contribution / active EE | $7,444 | $4,636+60.6% | $4,154+79.2% | $4,156+79.1% |
| Participant deferral / active EE | $17,825 | $6,166+189.1% | $5,453+226.9% | $6,407+178.2% |
| Admin fee / account holder | $2,313 | $16,471-86.0% | $14,116-83.6% | $12,270-81.1% |