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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 | $219,810 | $185,312+18.6% | $161,489+36.1% | $154,746+42.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 21.32% | 103.84%-82.5pp | 89.72%-68.4pp | 172.34%-151.0pp |
| Employer contribution / active EE | $2,739 | $4,769-42.6% | $4,268-35.8% | $4,379-37.4% |
| Participant deferral / active EE | $6,557 | $6,350+3.3% | $5,630+16.5% | $6,730-2.6% |
| Admin fee / account holder | $1,807 | $18,654-90.3% | $16,006-88.7% | $14,365-87.4% |