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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 | $174,393 | $154,228+13.1% | $145,433+19.9% | $137,256+27.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.15% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $33,781 | $4,804+603.2% | $4,554+641.7% | $4,156+712.8% |
| Participant deferral / active EE | $18,633 | $8,216+126.8% | $7,897+135.9% | $6,407+190.8% |
| Admin fee / account holder | $2,359 | $14,344-83.6% | $13,129-82.0% | $12,270-80.8% |