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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 | $245,502 | $185,312+32.5% | $161,489+52.0% | $154,746+58.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.46% | 103.84%-88.4pp | 89.72%-74.3pp | 172.34%-156.9pp |
| Employer contribution / active EE | $5,350 | $4,769+12.2% | $4,268+25.4% | $4,379+22.2% |
| Participant deferral / active EE | $6,018 | $6,350-5.2% | $5,630+6.9% | $6,730-10.6% |
| Admin fee / account holder | $5,356 | $18,654-71.3% | $16,006-66.5% | $14,365-62.7% |