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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 | $162,591 | $154,228+5.4% | $145,433+11.8% | $137,256+18.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.98% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $4,908 | $4,804+2.2% | $4,554+7.8% | $4,156+18.1% |
| Participant deferral / active EE | $13,870 | $8,216+68.8% | $7,897+75.6% | $6,407+116.5% |
| Admin fee / account holder | $27,045 | $14,344+88.6% | $13,129+106.0% | $12,270+120.4% |