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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 | $188,541 | $154,228+22.2% | $145,433+29.6% | $137,256+37.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.13% | 74.59%-57.5pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $6,418 | $4,804+33.6% | $4,554+40.9% | $4,156+54.4% |
| Participant deferral / active EE | $24,012 | $8,216+192.2% | $7,897+204.0% | $6,407+274.8% |
| Admin fee / account holder | $1,058 | $14,344-92.6% | $13,129-91.9% | $12,270-91.4% |