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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 | $181,062-6.1% | $158,223+7.5% | $155,188+9.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 17.31% | 57.39%-40.1pp | 52.09%-34.8pp | 148.84%-131.5pp |
| Employer contribution / active EE | $8,500 | $4,565+86.2% | $4,109+106.9% | $4,248+100.1% |
| Participant deferral / active EE | $19,483 | $6,134+217.6% | $5,467+256.4% | $6,531+198.3% |
| Admin fee / account holder | $18,118 | $18,825-3.8% | $16,047+12.9% | $14,480+25.1% |