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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 | $185,118 | $154,228+20.0% | $145,433+27.3% | $137,256+34.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.43% | 74.59%-60.2pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,183 | $4,804-75.4% | $4,554-74.0% | $4,156-71.5% |
| Participant deferral / active EE | $10,106 | $8,216+23.0% | $7,897+28.0% | $6,407+57.7% |
| Admin fee / account holder | $572 | $14,344-96.0% | $13,129-95.6% | $12,270-95.3% |