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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 | $163,310 | $178,174-8.3% | $156,181+4.6% | $137,256+19.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.57% | 84.19%-63.6pp | 64.87%-44.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $12,680 | $4,972+155.0% | $4,294+195.3% | $4,156+205.1% |
| Participant deferral / active EE | $9,625 | $6,888+39.7% | $6,132+57.0% | $6,407+50.2% |
| Admin fee / account holder | $1,021 | $17,404-94.1% | $14,586-93.0% | $12,270-91.7% |