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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 | $160,277 | $156,398+2.5% | $147,318+8.8% | $138,895+15.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.11% | 78.75%-65.6pp | 70.43%-57.3pp | 145.39%-132.3pp |
| Employer contribution / active EE | $5,980 | $4,853+23.2% | $4,593+30.2% | $4,194+42.6% |
| Participant deferral / active EE | $14,408 | $8,237+74.9% | $7,906+82.2% | $6,396+125.3% |
| Admin fee / account holder | $17,320 | $14,976+15.7% | $13,708+26.4% | $12,562+37.9% |