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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 | $181,936 | $154,228+18.0% | $145,433+25.1% | $137,256+32.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.41% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,451 | $4,804-49.0% | $4,554-46.2% | $4,156-41.0% |
| Participant deferral / active EE | $21,391 | $8,216+160.4% | $7,897+170.9% | $6,407+233.9% |
| Admin fee / account holder | $11,087 | $14,344-22.7% | $13,129-15.6% | $12,270-9.6% |