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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 | $173,118 | $154,228+12.2% | $145,433+19.0% | $137,256+26.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.12% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $14,351 | $4,804+198.7% | $4,554+215.1% | $4,156+245.3% |
| Participant deferral / active EE | $35,695 | $8,216+334.4% | $7,897+352.0% | $6,407+457.1% |
| Admin fee / account holder | $28,902 | $14,344+101.5% | $13,129+120.1% | $12,270+135.5% |