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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 | $235,581 | $154,228+52.7% | $145,433+62.0% | $137,256+71.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.94% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $12,476 | $4,804+159.7% | $4,554+173.9% | $4,156+200.2% |
| Participant deferral / active EE | $6,610 | $8,216-19.5% | $7,897-16.3% | $6,407+3.2% |
| Admin fee / account holder | $1,735 | $14,344-87.9% | $13,129-86.8% | $12,270-85.9% |