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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 | $185,312+15.3% | $161,489+32.3% | $154,746+38.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.03% | 103.84%-88.8pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $7,444 | $4,769+56.1% | $4,268+74.4% | $4,379+70.0% |
| Participant deferral / active EE | $17,825 | $6,350+180.7% | $5,630+216.6% | $6,730+164.8% |
| Admin fee / account holder | $2,313 | $18,654-87.6% | $16,006-85.5% | $14,365-83.9% |