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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 | $195,294 | $185,312+5.4% | $161,489+20.9% | $154,746+26.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 10.12% | 103.84%-93.7pp | 89.72%-79.6pp | 172.34%-162.2pp |
| Employer contribution / active EE | $17,523 | $4,769+267.4% | $4,268+310.5% | $4,379+300.1% |
| Participant deferral / active EE | $12,200 | $6,350+92.1% | $5,630+116.7% | $6,730+81.3% |
| Admin fee / account holder | $6,880 | $18,654-63.1% | $16,006-57.0% | $14,365-52.1% |