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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 | $220,780 | $156,398+41.2% | $147,318+49.9% | $138,895+59.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.23% | 78.75%-65.5pp | 70.43%-57.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $4,798 | $4,853-1.1% | $4,593+4.5% | $4,194+14.4% |
| Participant deferral / active EE | $11,208 | $8,237+36.1% | $7,906+41.8% | $6,396+75.2% |
| Admin fee / account holder | $744 | $14,976-95.0% | $13,708-94.6% | $12,562-94.1% |