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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 | $165,911 | $154,228+7.6% | $145,433+14.1% | $137,256+20.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.44% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $7,267 | $4,804+51.3% | $4,554+59.6% | $4,156+74.9% |
| Participant deferral / active EE | $17,243 | $8,216+109.9% | $7,897+118.3% | $6,407+169.1% |
| Admin fee / account holder | $5,930 | $14,344-58.7% | $13,129-54.8% | $12,270-51.7% |