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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 | $230,505 | $185,312+24.4% | $161,489+42.7% | $154,746+49.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.98% | 103.84%-86.9pp | 89.72%-72.7pp | 172.34%-155.4pp |
| Employer contribution / active EE | $2,188 | $4,769-54.1% | $4,268-48.7% | $4,379-50.0% |
| Participant deferral / active EE | $5,827 | $6,350-8.2% | $5,630+3.5% | $6,730-13.4% |
| Admin fee / account holder | $1,783 | $18,654-90.4% | $16,006-88.9% | $14,365-87.6% |