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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 | $178,138 | $157,304+13.2% | $141,197+26.2% | $152,909+16.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.64% | 64.34%-46.7pp | 71.41%-53.8pp | 345.46%-327.8pp |
| Employer contribution / active EE | $4,965 | $5,263-5.7% | $4,736+4.8% | $4,764+4.2% |
| Participant deferral / active EE | $9,083 | $7,111+27.7% | $6,710+35.4% | $5,851+55.2% |
| Admin fee / account holder | $13,081 | $12,126+7.9% | $10,265+27.4% | $11,601+12.8% |