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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 | $194,426 | $185,312+4.9% | $161,489+20.4% | $154,746+25.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.52% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $10,619 | $4,769+122.7% | $4,268+148.8% | $4,379+142.5% |
| Participant deferral / active EE | $9,686 | $6,350+52.5% | $5,630+72.0% | $6,730+43.9% |
| Admin fee / account holder | $3,252 | $18,654-82.6% | $16,006-79.7% | $14,365-77.4% |