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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 | $238,048 | $154,228+54.3% | $145,433+63.7% | $137,256+73.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.32% | 74.59%-60.3pp | 66.58%-52.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $5,012 | $4,804+4.3% | $4,554+10.0% | $4,156+20.6% |
| Participant deferral / active EE | $16,089 | $8,216+95.8% | $7,897+103.7% | $6,407+151.1% |
| Admin fee / account holder | $20,140 | $14,344+40.4% | $13,129+53.4% | $12,270+64.1% |