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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 | $174,810 | $154,228+13.3% | $145,433+20.2% | $137,256+27.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.46% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $19,421 | $4,804+304.3% | $4,554+326.4% | $4,156+367.3% |
| Participant deferral / active EE | $12,109 | $8,216+47.4% | $7,897+53.3% | $6,407+89.0% |
| Admin fee / account holder | $1,120 | $14,344-92.2% | $13,129-91.5% | $12,270-90.9% |