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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 | $176,781 | $166,242+6.3% | $165,071+7.1% | $145,884+21.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.45% | 100.44%-88.0pp | 70.17%-57.7pp | 551.85%-539.4pp |
| Employer contribution / active EE | $6,244 | $5,283+18.2% | $4,347+43.6% | $4,662+33.9% |
| Participant deferral / active EE | $6,184 | $6,964-11.2% | $6,035+2.5% | $6,690-7.6% |
| Admin fee / account holder | $987 | $16,658-94.1% | $12,695-92.2% | $13,392-92.6% |