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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 | $162,358 | $154,228+5.3% | $145,433+11.6% | $137,256+18.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.50% | 74.59%-50.1pp | 66.58%-42.1pp | 220.34%-195.8pp |
| Employer contribution / active EE | $38,436 | $4,804+700.1% | $4,554+743.9% | $4,156+824.8% |
| Participant deferral / active EE | $23,000 | $8,216+179.9% | $7,897+191.2% | $6,407+259.0% |
| Admin fee / account holder | $3,382 | $14,344-76.4% | $13,129-74.2% | $12,270-72.4% |