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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 | $168,393 | $154,228+9.2% | $145,433+15.8% | $137,256+22.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.54% | 74.59%-62.1pp | 66.58%-54.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $20,909 | $4,804+335.2% | $4,554+359.1% | $4,156+403.1% |
| Participant deferral / active EE | $33,675 | $8,216+309.8% | $7,897+326.4% | $6,407+425.6% |
| Admin fee / account holder | $152,188 | $14,344+961.0% | $13,129+1059.2% | $12,270+1140.3% |