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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 | $168,500 | $154,228+9.3% | $145,433+15.9% | $137,256+22.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.68% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,507 | $4,804-27.0% | $4,554-23.0% | $4,156-15.6% |
| Participant deferral / active EE | $22,468 | $8,216+173.5% | $7,897+184.5% | $6,407+250.7% |
| Admin fee / account holder | $66,288 | $14,344+362.1% | $13,129+404.9% | $12,270+440.2% |