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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 | $161,340 | $154,228+4.6% | $145,433+10.9% | $137,256+17.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.25% | 74.59%-51.3pp | 66.58%-43.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $21,695 | $4,804+351.6% | $4,554+376.3% | $4,156+422.0% |
| Participant deferral / active EE | $6,272 | $8,216-23.7% | $7,897-20.6% | $6,407-2.1% |
| Admin fee / account holder | $796 | $14,344-94.5% | $13,129-93.9% | $12,270-93.5% |