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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 | $162,136+25.0% | $152,301+33.1% | $154,746+31.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.11% | 91.02%-70.9pp | 80.50%-60.4pp | 172.34%-152.2pp |
| Employer contribution / active EE | $2,849 | $4,890-41.7% | $4,624-38.4% | $4,379-34.9% |
| Participant deferral / active EE | $13,312 | $8,341+59.6% | $8,004+66.3% | $6,730+97.8% |
| Admin fee / account holder | $1,793 | $15,759-88.6% | $14,398-87.5% | $14,365-87.5% |