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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 | $174,828 | $181,062-3.4% | $158,223+10.5% | $155,188+12.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.11% | 57.39%-45.3pp | 52.09%-40.0pp | 148.84%-136.7pp |
| Employer contribution / active EE | $15,437 | $4,565+238.2% | $4,109+275.7% | $4,248+263.4% |
| Participant deferral / active EE | $11,474 | $6,134+87.0% | $5,467+109.9% | $6,531+75.7% |
| Admin fee / account holder | $11,199 | $18,825-40.5% | $16,047-30.2% | $14,480-22.7% |