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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 | $175,763 | $154,228+14.0% | $145,433+20.9% | $137,256+28.1% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 15.66% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $16,582 | $4,804+245.2% | $4,554+264.1% | $4,156+299.0% |
| Participant deferral / active EE | $11,439 | $8,216+39.2% | $7,897+44.8% | $6,407+78.5% |
| Admin fee / account holder | $3,220 | $14,344-77.6% | $13,129-75.5% | $12,270-73.8% |