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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 | $181,062+32.5% | $158,223+51.7% | $155,188+54.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 13.65% | 57.39%-43.7pp | 52.09%-38.4pp | 148.84%-135.2pp |
| Employer contribution / active EE | $4,119 | $4,565-9.8% | $4,109+0.2% | $4,248-3.0% |
| Participant deferral / active EE | $9,664 | $6,134+57.5% | $5,467+76.8% | $6,531+48.0% |
| Admin fee / account holder | $838 | $18,825-95.5% | $16,047-94.8% | $14,480-94.2% |