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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 | $224,143 | $102,609+118.4% | $98,090+128.5% | $138,895+61.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 20.73% | 36.44%-15.7pp | 37.05%-16.3pp | 145.39%-124.7pp |
| Employer contribution / active EE | $3,834 | $3,867-0.9% | $3,606+6.3% | $4,194-8.6% |
| Participant deferral / active EE | $18,240 | $8,167+123.3% | $7,845+132.5% | $6,396+185.2% |
| Admin fee / account holder | $405 | $11,434-96.5% | $11,815-96.6% | $12,562-96.8% |