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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 | $184,137 | $178,174+3.3% | $156,181+17.9% | $137,256+34.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.70% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $15,121 | $4,972+204.1% | $4,294+252.1% | $4,156+263.8% |
| Participant deferral / active EE | $9,193 | $6,888+33.5% | $6,132+49.9% | $6,407+43.5% |
| Admin fee / account holder | $4,716 | $17,404-72.9% | $14,586-67.7% | $12,270-61.6% |