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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 | $188,214 | $156,398+20.3% | $147,318+27.8% | $138,895+35.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.25% | 78.75%-54.5pp | 70.43%-46.2pp | 145.39%-121.1pp |
| Employer contribution / active EE | $16,667 | $4,853+243.4% | $4,593+262.9% | $4,194+297.4% |
| Participant deferral / active EE | $9,644 | $8,237+17.1% | $7,906+22.0% | $6,396+50.8% |
| Admin fee / account holder | $378 | $14,976-97.5% | $13,708-97.2% | $12,562-97.0% |