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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 | $176,488 | $154,228+14.4% | $145,433+21.4% | $137,256+28.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.04% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $9,060 | $4,804+88.6% | $4,554+98.9% | $4,156+118.0% |
| Participant deferral / active EE | $16,638 | $8,216+102.5% | $7,897+110.7% | $6,407+159.7% |
| Admin fee / account holder | $4,898 | $14,344-65.9% | $13,129-62.7% | $12,270-60.1% |