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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 | $183,368 | $154,228+18.9% | $145,433+26.1% | $137,256+33.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.95% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,923 | $4,804-18.3% | $4,554-13.9% | $4,156-5.6% |
| Participant deferral / active EE | $17,064 | $8,216+107.7% | $7,897+116.1% | $6,407+166.3% |
| Admin fee / account holder | $2,494 | $14,344-82.6% | $13,129-81.0% | $12,270-79.7% |