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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 | $235,032 | $181,062+29.8% | $158,223+48.5% | $155,188+51.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.85% | 57.39%-48.5pp | 52.09%-43.2pp | 148.84%-140.0pp |
| Employer contribution / active EE | $2,667 | $4,565-41.6% | $4,109-35.1% | $4,248-37.2% |
| Participant deferral / active EE | $6,111 | $6,134-0.4% | $5,467+11.8% | $6,531-6.4% |
| Admin fee / account holder | $2,484 | $18,825-86.8% | $16,047-84.5% | $14,480-82.8% |