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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 | $193,559 | $156,398+23.8% | $147,318+31.4% | $138,895+39.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.74% | 78.75%-66.0pp | 70.43%-57.7pp | 145.39%-132.7pp |
| Employer contribution / active EE | $5,613 | $4,853+15.7% | $4,593+22.2% | $4,194+33.8% |
| Participant deferral / active EE | $16,331 | $8,237+98.3% | $7,906+106.6% | $6,396+155.3% |
| Admin fee / account holder | $1,063 | $14,976-92.9% | $13,708-92.2% | $12,562-91.5% |