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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 | $234,005 | $154,228+51.7% | $145,433+60.9% | $137,256+70.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.44% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $4,521 | $4,804-5.9% | $4,554-0.7% | $4,156+8.8% |
| Participant deferral / active EE | $7,413 | $8,216-9.8% | $7,897-6.1% | $6,407+15.7% |
| Admin fee / account holder | $1,547 | $14,344-89.2% | $13,129-88.2% | $12,270-87.4% |