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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 | $184,122 | $154,228+19.4% | $145,433+26.6% | $137,256+34.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.38% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $13,597 | $4,804+183.0% | $4,554+198.5% | $4,156+227.2% |
| Participant deferral / active EE | $5,841 | $8,216-28.9% | $7,897-26.0% | $6,407-8.8% |
| Admin fee / account holder | $2,312 | $14,344-83.9% | $13,129-82.4% | $12,270-81.2% |