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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 | $156,398+32.9% | $147,318+41.1% | $138,895+49.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.92% | 78.75%-64.8pp | 70.43%-56.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $3,838 | $4,853-20.9% | $4,593-16.4% | $4,194-8.5% |
| Participant deferral / active EE | $13,201 | $8,237+60.3% | $7,906+67.0% | $6,396+106.4% |
| Admin fee / account holder | $1,197 | $14,976-92.0% | $13,708-91.3% | $12,562-90.5% |