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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 | $237,437 | $155,555+52.6% | $146,866+61.7% | $155,188+53.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.54% | 115.41%-98.9pp | 102.85%-86.3pp | 148.84%-132.3pp |
| Employer contribution / active EE | $7,297 | $4,647+57.0% | $4,425+64.9% | $4,248+71.8% |
| Participant deferral / active EE | $4,847 | $8,044-39.7% | $7,759-37.5% | $6,531-25.8% |
| Admin fee / account holder | $1,765 | $14,755-88.0% | $13,620-87.0% | $14,480-87.8% |