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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 | $201,042 | $154,228+30.4% | $145,433+38.2% | $137,256+46.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.78% | 74.59%-53.8pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,894 | $4,804-18.9% | $4,554-14.5% | $4,156-6.3% |
| Participant deferral / active EE | $18,263 | $8,216+122.3% | $7,897+131.3% | $6,407+185.1% |
| Admin fee / account holder | $1,207 | $14,344-91.6% | $13,129-90.8% | $12,270-90.2% |