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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 | $168,262 | $154,228+9.1% | $145,433+15.7% | $137,256+22.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.64% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $8,918 | $4,804+85.6% | $4,554+95.8% | $4,156+114.6% |
| Participant deferral / active EE | $7,742 | $8,216-5.8% | $7,897-2.0% | $6,407+20.8% |
| Admin fee / account holder | $1,278 | $14,344-91.1% | $13,129-90.3% | $12,270-89.6% |