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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 | $175,893 | $154,228+14.0% | $145,433+20.9% | $137,256+28.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.59% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $5,320 | $4,804+10.7% | $4,554+16.8% | $4,156+28.0% |
| Participant deferral / active EE | $9,396 | $8,216+14.4% | $7,897+19.0% | $6,407+46.7% |
| Admin fee / account holder | $58,864 | $14,344+310.4% | $13,129+348.4% | $12,270+379.7% |