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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 | $156,859 | $155,555+0.8% | $146,866+6.8% | $155,188+1.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.01% | 115.41%-92.4pp | 102.85%-79.8pp | 148.84%-125.8pp |
| Employer contribution / active EE | $15,272 | $4,647+228.7% | $4,425+245.2% | $4,248+259.5% |
| Participant deferral / active EE | $25,055 | $8,044+211.5% | $7,759+222.9% | $6,531+283.6% |
| Admin fee / account holder | $15,550 | $14,755+5.4% | $13,620+14.2% | $14,480+7.4% |