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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 | $171,068 | $156,398+9.4% | $147,318+16.1% | $138,895+23.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.32% | 78.75%-58.4pp | 70.43%-50.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $9,222 | $4,853+90.0% | $4,593+100.8% | $4,194+119.9% |
| Participant deferral / active EE | $30,981 | $8,237+276.1% | $7,906+291.9% | $6,396+384.4% |
| Admin fee / account holder | $18,476 | $14,976+23.4% | $13,708+34.8% | $12,562+47.1% |