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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 | $168,477 | $154,228+9.2% | $145,433+15.8% | $137,256+22.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.40% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $6,136 | $4,804+27.7% | $4,554+34.7% | $4,156+47.6% |
| Participant deferral / active EE | $17,339 | $8,216+111.0% | $7,897+119.6% | $6,407+170.6% |
| Admin fee / account holder | $12,731 | $14,344-11.2% | $13,129-3.0% | $12,270+3.8% |