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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 | $169,452 | $154,228+9.9% | $145,433+16.5% | $137,256+23.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.94% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,236 | $4,804-74.3% | $4,554-72.9% | $4,156-70.3% |
| Participant deferral / active EE | $4,589 | $8,216-44.1% | $7,897-41.9% | $6,407-28.4% |
| Admin fee / account holder | $1,835 | $14,344-87.2% | $13,129-86.0% | $12,270-85.0% |