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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 | $160,144 | $154,228+3.8% | $145,433+10.1% | $137,256+16.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.96% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $12,211 | $4,804+154.2% | $4,554+168.1% | $4,156+193.8% |
| Participant deferral / active EE | $11,505 | $8,216+40.0% | $7,897+45.7% | $6,407+79.6% |
| Admin fee / account holder | $1,599 | $14,344-88.8% | $13,129-87.8% | $12,270-87.0% |