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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 | $229,686 | $154,228+48.9% | $145,433+57.9% | $137,256+67.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.02% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,384 | $4,804-50.4% | $4,554-47.7% | $4,156-42.6% |
| Participant deferral / active EE | $16,590 | $8,216+101.9% | $7,897+110.1% | $6,407+158.9% |
| Admin fee / account holder | $2,877 | $14,344-79.9% | $13,129-78.1% | $12,270-76.6% |