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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 | $186,812 | $162,136+15.2% | $152,301+22.7% | $154,746+20.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.87% | 91.02%-72.2pp | 80.50%-61.6pp | 172.34%-153.5pp |
| Employer contribution / active EE | $6,057 | $4,890+23.8% | $4,624+31.0% | $4,379+38.3% |
| Participant deferral / active EE | $12,161 | $8,341+45.8% | $8,004+51.9% | $6,730+80.7% |
| Admin fee / account holder | $485 | $15,759-96.9% | $14,398-96.6% | $14,365-96.6% |