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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 | $180,388 | $156,398+15.3% | $147,318+22.4% | $138,895+29.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.35% | 78.75%-61.4pp | 70.43%-53.1pp | 145.39%-128.0pp |
| Employer contribution / active EE | $14,877 | $4,853+206.5% | $4,593+223.9% | $4,194+254.7% |
| Participant deferral / active EE | $4,777 | $8,237-42.0% | $7,906-39.6% | $6,396-25.3% |
| Admin fee / account holder | $2,272 | $14,976-84.8% | $13,708-83.4% | $12,562-81.9% |