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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 | $207,889 | $162,136+28.2% | $152,301+36.5% | $154,746+34.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.92% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $3,838 | $4,890-21.5% | $4,624-17.0% | $4,379-12.4% |
| Participant deferral / active EE | $13,201 | $8,341+58.3% | $8,004+64.9% | $6,730+96.1% |
| Admin fee / account holder | $1,197 | $15,759-92.4% | $14,398-91.7% | $14,365-91.7% |