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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 | $156,217 | $154,228+1.3% | $145,433+7.4% | $137,256+13.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.40% | 74.59%-51.2pp | 66.58%-43.2pp | 220.34%-196.9pp |
| Employer contribution / active EE | $9,183 | $4,804+91.2% | $4,554+101.6% | $4,156+121.0% |
| Participant deferral / active EE | $10,764 | $8,216+31.0% | $7,897+36.3% | $6,407+68.0% |
| Admin fee / account holder | $16,317 | $14,344+13.8% | $13,129+24.3% | $12,270+33.0% |