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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 | $176,135 | $154,228+14.2% | $145,433+21.1% | $137,256+28.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.40% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $19,592 | $4,804+307.8% | $4,554+330.2% | $4,156+371.4% |
| Participant deferral / active EE | $17,563 | $8,216+113.8% | $7,897+122.4% | $6,407+174.1% |
| Admin fee / account holder | $2,169 | $14,344-84.9% | $13,129-83.5% | $12,270-82.3% |