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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 | $174,328 | $154,228+13.0% | $145,433+19.9% | $137,256+27.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.58% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $6,341 | $4,804+32.0% | $4,554+39.2% | $4,156+52.6% |
| Participant deferral / active EE | $17,646 | $8,216+114.8% | $7,897+123.4% | $6,407+175.4% |
| Admin fee / account holder | $4,909 | $14,344-65.8% | $13,129-62.6% | $12,270-60.0% |