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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 | $179,196 | $156,398+14.6% | $147,318+21.6% | $138,895+29.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.32% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $5,922 | $4,853+22.0% | $4,593+28.9% | $4,194+41.2% |
| Participant deferral / active EE | $20,287 | $8,237+146.3% | $7,906+156.6% | $6,396+217.2% |
| Admin fee / account holder | $16,945 | $14,976+13.1% | $13,708+23.6% | $12,562+34.9% |