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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 | $236,108 | $154,228+53.1% | $145,433+62.3% | $137,256+72.0% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 15.54% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $13,644 | $4,804+184.0% | $4,554+199.6% | $4,156+228.3% |
| Participant deferral / active EE | $10,322 | $8,216+25.6% | $7,897+30.7% | $6,407+61.1% |
| Admin fee / account holder | $1,061 | $14,344-92.6% | $13,129-91.9% | $12,270-91.3% |