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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 | $156,398+10.7% | $147,318+17.5% | $138,895+24.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.12% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $14,351 | $4,853+195.7% | $4,593+212.5% | $4,194+242.2% |
| Participant deferral / active EE | $35,695 | $8,237+333.3% | $7,906+351.5% | $6,396+458.1% |
| Admin fee / account holder | $28,902 | $14,976+93.0% | $13,708+110.8% | $12,562+130.1% |