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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 | $185,535 | $154,228+20.3% | $145,433+27.6% | $137,256+35.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.21% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $12,224 | $4,804+154.4% | $4,554+168.4% | $4,156+194.1% |
| Participant deferral / active EE | $14,130 | $8,216+72.0% | $7,897+78.9% | $6,407+120.5% |
| Admin fee / account holder | $4,927 | $14,344-65.6% | $13,129-62.5% | $12,270-59.8% |