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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 | $240,704 | $126,661+90.0% | $113,397+112.3% | $138,895+73.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 18.27% | 25.05%-6.8pp | 23.20%-4.9pp | 145.39%-127.1pp |
| Employer contribution / active EE | $3,120 | $3,456-9.7% | $2,977+4.8% | $4,194-25.6% |
| Participant deferral / active EE | $11,212 | $5,693+97.0% | $5,076+120.9% | $6,396+75.3% |
| Admin fee / account holder | $2,023 | $14,549-86.1% | $11,957-83.1% | $12,562-83.9% |