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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 | $239,992 | $174,379+37.6% | $152,093+57.8% | $138,895+72.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.65% | 74.86%-61.2pp | 66.36%-52.7pp | 145.39%-131.7pp |
| Employer contribution / active EE | $4,119 | $4,652-11.5% | $4,175-1.3% | $4,194-1.8% |
| Participant deferral / active EE | $9,664 | $6,159+56.9% | $5,451+77.3% | $6,396+51.1% |
| Admin fee / account holder | $838 | $16,880-95.0% | $14,497-94.2% | $12,562-93.3% |