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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 | $156,398+6.1% | $147,318+12.6% | $138,895+19.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.44% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $7,267 | $4,853+49.7% | $4,593+58.2% | $4,194+73.3% |
| Participant deferral / active EE | $17,243 | $8,237+109.3% | $7,906+118.1% | $6,396+169.6% |
| Admin fee / account holder | $5,930 | $14,976-60.4% | $13,708-56.7% | $12,562-52.8% |