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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 | $165,030 | $154,228+7.0% | $145,433+13.5% | $137,256+20.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.21% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $12,032 | $4,804+150.5% | $4,554+164.2% | $4,156+189.5% |
| Participant deferral / active EE | $11,071 | $8,216+34.7% | $7,897+40.2% | $6,407+72.8% |
| Admin fee / account holder | $2,571 | $14,344-82.1% | $13,129-80.4% | $12,270-79.0% |