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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 | $162,136+10.8% | $152,301+17.9% | $154,746+16.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.64% | 91.02%-76.4pp | 80.50%-65.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,560 | $4,890-68.1% | $4,624-66.3% | $4,379-64.4% |
| Participant deferral / active EE | $19,069 | $8,341+128.6% | $8,004+138.3% | $6,730+183.3% |
| Admin fee / account holder | $1,551 | $15,759-90.2% | $14,398-89.2% | $14,365-89.2% |