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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 | $181,147 | $154,228+17.5% | $145,433+24.6% | $137,256+32.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.25% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $5,465 | $4,804+13.8% | $4,554+20.0% | $4,156+31.5% |
| Participant deferral / active EE | $6,749 | $8,216-17.9% | $7,897-14.5% | $6,407+5.3% |
| Admin fee / account holder | $1,631 | $14,344-88.6% | $13,129-87.6% | $12,270-86.7% |