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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 | $172,865 | $156,398+10.5% | $147,318+17.3% | $138,895+24.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.49% | 78.75%-59.3pp | 70.43%-50.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $41,923 | $4,853+763.8% | $4,593+812.8% | $4,194+899.5% |
| Participant deferral / active EE | $11,598 | $8,237+40.8% | $7,906+46.7% | $6,396+81.3% |
| Admin fee / account holder | $805 | $14,976-94.6% | $13,708-94.1% | $12,562-93.6% |