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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 | $156,859 | $154,228+1.7% | $145,433+7.9% | $137,256+14.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.01% | 74.59%-51.6pp | 66.58%-43.6pp | 220.34%-197.3pp |
| Employer contribution / active EE | $15,272 | $4,804+217.9% | $4,554+235.3% | $4,156+267.5% |
| Participant deferral / active EE | $25,055 | $8,216+204.9% | $7,897+217.3% | $6,407+291.1% |
| Admin fee / account holder | $15,550 | $14,344+8.4% | $13,129+18.4% | $12,270+26.7% |