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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 | $163,211 | $154,228+5.8% | $145,433+12.2% | $137,256+18.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.07% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $11,600 | $4,804+141.5% | $4,554+154.7% | $4,156+179.1% |
| Participant deferral / active EE | $11,074 | $8,216+34.8% | $7,897+40.2% | $6,407+72.8% |
| Admin fee / account holder | $853 | $14,344-94.1% | $13,129-93.5% | $12,270-93.1% |