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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 | $216,136 | $154,228+40.1% | $145,433+48.6% | $137,256+57.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.19% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $7,642 | $4,804+59.1% | $4,554+67.8% | $4,156+83.9% |
| Participant deferral / active EE | $19,478 | $8,216+137.1% | $7,897+146.6% | $6,407+204.0% |
| Admin fee / account holder | $2,310 | $14,344-83.9% | $13,129-82.4% | $12,270-81.2% |