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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 | $189,674 | $174,379+8.8% | $152,093+24.7% | $138,895+36.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.98% | 74.86%-60.9pp | 66.36%-52.4pp | 145.39%-131.4pp |
| Employer contribution / active EE | $9,666 | $4,652+107.8% | $4,175+131.5% | $4,194+130.5% |
| Participant deferral / active EE | $8,135 | $6,159+32.1% | $5,451+49.2% | $6,396+27.2% |
| Admin fee / account holder | $16,541 | $16,880-2.0% | $14,497+14.1% | $12,562+31.7% |