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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 | $181,188 | $154,228+17.5% | $145,433+24.6% | $137,256+32.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.10% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $3,941 | $4,804-18.0% | $4,554-13.5% | $4,156-5.2% |
| Participant deferral / active EE | $13,176 | $8,216+60.4% | $7,897+66.8% | $6,407+105.6% |
| Admin fee / account holder | $3,683 | $14,344-74.3% | $13,129-71.9% | $12,270-70.0% |