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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 | $169,366 | $154,228+9.8% | $145,433+16.5% | $137,256+23.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.27% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $5,739 | $4,804+19.5% | $4,554+26.0% | $4,156+38.1% |
| Participant deferral / active EE | $10,668 | $8,216+29.8% | $7,897+35.1% | $6,407+66.5% |
| Admin fee / account holder | $13,213 | $14,344-7.9% | $13,129+0.6% | $12,270+7.7% |