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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 | $186,825 | $154,228+21.1% | $145,433+28.5% | $137,256+36.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.36% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,733 | $4,804-63.9% | $4,554-61.9% | $4,156-58.3% |
| Participant deferral / active EE | $14,434 | $8,216+75.7% | $7,897+82.8% | $6,407+125.3% |
| Admin fee / account holder | $1,516 | $14,344-89.4% | $13,129-88.5% | $12,270-87.6% |