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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 | $170,813 | $154,228+10.8% | $145,433+17.5% | $137,256+24.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.95% | 74.59%-46.6pp | 66.58%-38.6pp | 220.34%-192.4pp |
| Employer contribution / active EE | $21,904 | $4,804+355.9% | $4,554+380.9% | $4,156+427.0% |
| Participant deferral / active EE | $18,210 | $8,216+121.6% | $7,897+130.6% | $6,407+184.2% |
| Admin fee / account holder | $12,640 | $14,344-11.9% | $13,129-3.7% | $12,270+3.0% |