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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 | $228,178 | $181,062+26.0% | $158,223+44.2% | $155,188+47.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.38% | 57.39%-42.0pp | 52.09%-36.7pp | 148.84%-133.5pp |
| Employer contribution / active EE | $9,381 | $4,565+105.5% | $4,109+128.3% | $4,248+120.9% |
| Participant deferral / active EE | $10,276 | $6,134+67.5% | $5,467+88.0% | $6,531+57.3% |
| Admin fee / account holder | $3,852 | $18,825-79.5% | $16,047-76.0% | $14,480-73.4% |