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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 | $209,814 | $154,228+36.0% | $145,433+44.3% | $137,256+52.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.77% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $3,775 | $4,804-21.4% | $4,554-17.1% | $4,156-9.2% |
| Participant deferral / active EE | $12,692 | $8,216+54.5% | $7,897+60.7% | $6,407+98.1% |
| Admin fee / account holder | $1,043 | $14,344-92.7% | $13,129-92.1% | $12,270-91.5% |