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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 | $211,372 | $154,228+37.1% | $145,433+45.3% | $137,256+54.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.29% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,960 | $4,804-38.4% | $4,554-35.0% | $4,156-28.8% |
| Participant deferral / active EE | $15,815 | $8,216+92.5% | $7,897+100.3% | $6,407+146.8% |
| Admin fee / account holder | $2,666 | $14,344-81.4% | $13,129-79.7% | $12,270-78.3% |