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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 | $177,772 | $154,228+15.3% | $145,433+22.2% | $137,256+29.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.82% | 74.59%-52.8pp | 66.58%-44.8pp | 220.34%-198.5pp |
| Employer contribution / active EE | $3,047 | $4,804-36.6% | $4,554-33.1% | $4,156-26.7% |
| Participant deferral / active EE | $9,462 | $8,216+15.2% | $7,897+19.8% | $6,407+47.7% |
| Admin fee / account holder | $449 | $14,344-96.9% | $13,129-96.6% | $12,270-96.3% |