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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 | $246,569 | $174,379+41.4% | $152,093+62.1% | $138,895+77.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 11.89% | 74.86%-63.0pp | 66.36%-54.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $4,096 | $4,652-11.9% | $4,175-1.9% | $4,194-2.3% |
| Participant deferral / active EE | $8,931 | $6,159+45.0% | $5,451+63.8% | $6,396+39.6% |
| Admin fee / account holder | $1,267 | $16,880-92.5% | $14,497-91.3% | $12,562-89.9% |