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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 | $237,025 | $185,312+27.9% | $161,489+46.8% | $154,746+53.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.05% | 103.84%-87.8pp | 89.72%-73.7pp | 172.34%-156.3pp |
| Employer contribution / active EE | $3,093 | $4,769-35.1% | $4,268-27.5% | $4,379-29.4% |
| Participant deferral / active EE | $11,280 | $6,350+77.6% | $5,630+100.4% | $6,730+67.6% |
| Admin fee / account holder | $2,738 | $18,654-85.3% | $16,006-82.9% | $14,365-80.9% |