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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 | $167,138 | $154,228+8.4% | $145,433+14.9% | $137,256+21.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.61% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $20,750 | $4,804+331.9% | $4,554+355.6% | $4,156+399.3% |
| Participant deferral / active EE | $18,041 | $8,216+119.6% | $7,897+128.4% | $6,407+181.6% |
| Admin fee / account holder | $1,661 | $14,344-88.4% | $13,129-87.3% | $12,270-86.5% |