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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 | $169,225 | $154,228+9.7% | $145,433+16.4% | $137,256+23.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.33% | 74.59%-56.3pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $9,072 | $4,804+88.8% | $4,554+99.2% | $4,156+118.3% |
| Participant deferral / active EE | $14,611 | $8,216+77.8% | $7,897+85.0% | $6,407+128.1% |
| Admin fee / account holder | $7,282 | $14,344-49.2% | $13,129-44.5% | $12,270-40.7% |