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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 | $176,798 | $157,276+12.4% | $141,177+25.2% | $152,885+15.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.18% | 64.33%-43.2pp | 71.40%-50.2pp | 345.39%-324.2pp |
| Employer contribution / active EE | $4,644 | $5,262-11.7% | $4,736-1.9% | $4,763-2.5% |
| Participant deferral / active EE | $10,033 | $7,110+41.1% | $6,710+49.5% | $5,851+71.5% |
| Admin fee / account holder | $114,915 | $12,123+847.9% | $10,263+1019.7% | $11,598+890.8% |