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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 | $202,361 | $154,228+31.2% | $145,433+39.1% | $137,256+47.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.58% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $4,094 | $4,804-14.8% | $4,554-10.1% | $4,156-1.5% |
| Participant deferral / active EE | $11,642 | $8,216+41.7% | $7,897+47.4% | $6,407+81.7% |
| Admin fee / account holder | $14,040 | $14,344-2.1% | $13,129+6.9% | $12,270+14.4% |