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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 | $179,578 | $154,228+16.4% | $145,433+23.5% | $137,256+30.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.64% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,560 | $4,804-67.5% | $4,554-65.7% | $4,156-62.5% |
| Participant deferral / active EE | $19,069 | $8,216+132.1% | $7,897+141.5% | $6,407+197.6% |
| Admin fee / account holder | $1,551 | $14,344-89.2% | $13,129-88.2% | $12,270-87.4% |