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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 | $202,709 | $154,228+31.4% | $145,433+39.4% | $137,256+47.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.11% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,849 | $4,804-40.7% | $4,554-37.4% | $4,156-31.4% |
| Participant deferral / active EE | $13,312 | $8,216+62.0% | $7,897+68.6% | $6,407+107.8% |
| Admin fee / account holder | $1,793 | $14,344-87.5% | $13,129-86.3% | $12,270-85.4% |