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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 | $172,212 | $154,228+11.7% | $145,433+18.4% | $137,256+25.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.27% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,628 | $4,804-45.3% | $4,554-42.3% | $4,156-36.8% |
| Participant deferral / active EE | $8,798 | $8,216+7.1% | $7,897+11.4% | $6,407+37.3% |
| Admin fee / account holder | $2,106 | $14,344-85.3% | $13,129-84.0% | $12,270-82.8% |