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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 | $226,277 | $182,442+24.0% | $163,379+38.5% | $138,895+62.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 18.71% | 72.74%-54.0pp | 63.41%-44.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $4,984 | $4,159+19.8% | $3,752+32.8% | $4,194+18.8% |
| Participant deferral / active EE | $14,198 | $6,817+108.3% | $6,282+126.0% | $6,396+122.0% |
| Admin fee / account holder | $5,156 | $10,396-50.4% | $9,818-47.5% | $12,562-59.0% |