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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 | $172,981 | $156,398+10.6% | $147,318+17.4% | $138,895+24.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.72% | 78.75%-56.0pp | 70.43%-47.7pp | 145.39%-122.7pp |
| Employer contribution / active EE | $15,206 | $4,853+213.3% | $4,593+231.1% | $4,194+262.5% |
| Participant deferral / active EE | $15,248 | $8,237+85.1% | $7,906+92.9% | $6,396+138.4% |
| Admin fee / account holder | $1,763 | $14,976-88.2% | $13,708-87.1% | $12,562-86.0% |