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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 | $170,033 | $185,312-8.2% | $161,489+5.3% | $154,746+9.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.31% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $8,500 | $4,769+78.2% | $4,268+99.1% | $4,379+94.1% |
| Participant deferral / active EE | $19,483 | $6,350+206.8% | $5,630+246.1% | $6,730+189.5% |
| Admin fee / account holder | $18,118 | $18,654-2.9% | $16,006+13.2% | $14,365+26.1% |