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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 | $186,812 | $154,228+21.1% | $145,433+28.5% | $137,256+36.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.87% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $6,057 | $4,804+26.1% | $4,554+33.0% | $4,156+45.7% |
| Participant deferral / active EE | $12,161 | $8,216+48.0% | $7,897+54.0% | $6,407+89.8% |
| Admin fee / account holder | $485 | $14,344-96.6% | $13,129-96.3% | $12,270-96.0% |